Allocator Index · CRD 326523
TRIAD WEALTH PARTNERS, LLC
Lawrence, KS · 785-830-0000 · linkedin.com/company/strategicwealthalliancegroup/
Fit score
52
- hnw>=500+22
- aum $250M-$3.0B+22
- employees 3-60+8
HNW clients
515
Other individuals
3,381
HNW assets
$847.6M
Total AUM
$1.53B
Employees
46
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
None reported.