1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2TRIAD WEALTH MANAGEMENT, LLC

Map pinLAWRENCE, KS
Phone316-361-7013
NotebookSEC #801-121419
Total AUM
$44K
Employees
12
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
730 NEW HAMPSHIRE ST
UNIT 222
LAWRENCE
KS 66044
United States
Operating Hours
8:30 - 5:00 (CT)
Monday - Friday
Phone
316-361-7013

ReceiptFinancials

Total AUM
$44K
Accounts
1
Discretionary
$44K
Accounts
1
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
1
AUM
$44K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
KSNH

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account