Triad Wealth Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers. Financial planning was provided to 1–10 clients last fiscal year.
Triad Wealth Partners reports 3,896 clients. They include 3,381 individual clients and 515 high-net-worth individuals. Of its assets, 93.8% ($1.43B across 7,423 accounts) are managed with discretion; $94.7M across 764 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 87% | 44% |
| High-net-worth individuals | 13% | 56% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 3,381 | $679M | 44.5% | $201K |
| High-net-worth individuals | 515 | $848M | 55.5% | $1.65M |
| Total | 3,896 | $1.53B | 100% | $392K |
- Clients
- 3,381
- Regulatory AUM
- $679M
- AUM share
- 44.5%
- Avg. per client
- $201K
- Clients
- 515
- Regulatory AUM
- $848M
- AUM share
- 55.5%
- Avg. per client
- $1.65M
Total
- Clients
- 3,896
- Regulatory AUM
- $1.53B
- AUM share
- 100%
- Avg. per client
- $392K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Triad Wealth Partners charges up to 2.00% a year for its Investment Advisory Fees for IAR's; its fees and minimums are set out in its brochures on the SEC website.
Triad Collective owns 75% or more of Triad Wealth Partners and is in turn owned by Shawn Sparks (50–75%) and Bradley Johnson (50–75%). The leadership team of Triad Wealth Partners includes President Scott Rinehart, Chief Investment Officer Brent Coggins and Chief Compliance Officer Danielle Hampton. It has 46 employees, 33 of them in advisory roles.
Staff
- 46 employees
- 33 in advisory functions
- 25 insurance agents
- Owns 75% or more of Triad Wealth Partners, LLC
Triad Collective
Control person · since April 2023
- Owns 50% to 75% of Triad Collective
Shawn Sparks
Control person · since April 2023
- Owns 50% to 75% of Triad Collective
Bradley Johnson
Control person · since April 2023
Triad Wealth Partners’ regulatory assets grew Infinity× from $0 (May 2023) to $1.53B (September 2026); employees rose from 5 to 46.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Sep 2026September 2026 | $1.53B | 3,896 | 46 | 30 |
| Jun 2025June 2025 | $425M | 1,380 | 19 | 10 |
| May 2024May 2024 | $153M | 542 | 12 | 1 |
| May 2023May 2023 | $0 | 0 | 5 | 1 |
Besides its headquarters, Triad Wealth Partners has 29 offices, with 28 listed addresses across 12 states.
Utah · 5 listed addresses
- 1031 S Bluff Street, St George
- 849 N. 900 W., Orem
- 1100 E. 6600 S., Salt Lake City
- 49 W 300 N, Clearfield
- 491 N. Main Street, Logan
Texas · 4 listed addresses
- 2591 Dallas Parkway, Frisco
- 2530 E State Hwy 114, Southlake
- 2920 Dunivem Circle, Amarillo
- 3809 Juniper Trace, Austin
North Carolina · 3 listed addresses
- 1340 Sunday Drive, Raleigh
- 201 Glen Road, Garner
- 2504 Raeford Road, Fayetteville
Virginia · 3 listed addresses
- 4900 Cox RD, Glen Allen
- 1010 Ednam Center, Charlottesville
- 1320 Central Park BLVD, Fredericksburg
Florida · 2 listed addresses
- 140 S Beach St, Daytona Beach
- 4440 Pga Boulevard, Palm Beach Garden
Kansas · 2 listed addresses
- 730 New Hampshire St., Unit 222, LawrenceHQ
- 805 New Hampshire, Lawrence
Louisiana · 2 listed addresses
- 800 Ryan Street, Lake Charles
- 315 South College Road, Lafayette
Oklahoma · 2 listed addresses
- 845 East 33rd St, Edmond
- 8801 S Yale Ave, Tulsa
Pennsylvania · 2 listed addresses
- 4905 W Tilghman St, Allentown
- 1605 N Cedar Crest BLVD, Allentown
Arizona · 1 listed address
- 1702 E. Highland Ave, Phoenix
Michigan · 1 listed address
- 39209 Six Mile RD, Livonia
New Jersey · 1 listed address
- 54 Old Highway 22, Clinton
Other business names
Triad Wealth Partners has reported 17 other business names to the SEC.
- 28ten Group
- Choules Financial
- Lakeview Retirement Planning
- Left Tackle Advisors
- Momentum Wealth
- Paramount Wealth Group
- Prosperity Growth Strategies Wealth Management
- Prosperity Wealth
- Slate River Financial
- Sonoran Wealth Systems
- Stine Tax and Wealth Management
- Stine Wealth and Tax
Show all 17 names
- Strategic Wealth Alliance Group
- Strategic Wealth Asset Management
- Sullivan Financial Partners
- Vantage Wealth Management
- Vantage Wealth Partners
Contact and registration details
- Legal name
- Triad Wealth Partners, LLC
- Headquarters
- 730 New Hampshire St., Unit 222, Lawrence, KS 66044
- Website
- Not reported
- Phone
- 785-830-0000
- View profile
- SEC file
- 801-128150
- Structure
- Delaware LLC
- Fiscal year end
- December
Triad Wealth Partners’ named custodians for separately managed accounts are Charles Schwab ($1.25B, 81%) and Fidelity ($283M, 19%). Triad Wealth Partners has custody of $263M for 1,305 clients.
The filed custodian amounts total more than regulatory assets under management. Each amount is shown as filed.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $1.25B81%
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $283M19%
At year end, Triad Wealth Partners’ separately managed accounts were mostly in funds (67%) and stocks (17%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.7B across 558 positions; the largest are Vanguard Index Fds (8.2%), iShares TR (7.4%) and iShares TR (5.7%).
What the accounts hold
- Stocks17%
- Funds67%
- Bonds5%
- Investment grade corporate bonds3%
- State and local bonds1%
- High-yield corporate bonds1%
- Cash11%
How many clients does Triad Wealth Partners have?
Triad Wealth Partners has 3,896 clients and manages $1.53 billion for them, as of September 2026. They include 3,381 individual clients and 515 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 29 September 2026
What services does Triad Wealth Partners offer?
Triad Wealth Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Triad Wealth Partners charge?
Triad Wealth Partners charges up to 2.00% a year for its Investment Advisory Fees for IAR's.
Source: TRIAD WEALTH PARTNERS ADV PART 2A, filed 12 March 2026
Which custodians does Triad Wealth Partners use?
Triad Wealth Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $1.25B and Fidelity Brokerage Services LLC (Smithfield, RI), with $283M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 September 2026
How many financial advisors does Triad Wealth Partners have?
Triad Wealth Partners has 0 investment adviser representatives registered with state securities authorities, out of 46 employees, and 33 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 25 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Triad Wealth Partners invest in?
At the end of its last fiscal year, Triad Wealth Partners’ separately managed accounts held 67% registered funds (mutual funds, ETFs, BDCs), 17% exchange-traded equities, 11% cash and equivalents, 3% investment grade corporate bonds, 1% state and local bonds and 1% high-yield corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Triad Wealth Partners?
Triad Wealth Partners is owned through a holding company by Shawn Sparks and Bradley Johnson. Its direct owner is Triad Collective (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 29 September 2026
How does Triad Wealth Partners get paid?
Triad Wealth Partners is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Triad Wealth Partners?
Triad Wealth Partners’ main office is at 730 New Hampshire St., Unit 222, Lawrence, KS 66044. Its phone number is 785-830-0000.