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| Happy Holidays!! thanks for using AUM13F!! |
| Triad Wealth Partners LLC
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|---|---|
| CRD # | 326523 |
| SEC # | 801-128150 |
| CIK # | 0002012717 |
| AUM | $425.0 M (2025-06-11) |
| Employees | 19 (68% Investors, 0% Brokers) |
| Phone | 785-830-0000 |
| Address | 730 New Hampshire St, Unit 222 Lawrence, KS 66044 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 11.4 | ||
| Nvidia Corp | 7.4 | ||
| Apple Inc | 6.2 | ||
| Amazon Com Inc | 6.1 | ||
| iShares Comex Gold Trust | 4.9 | ||
| Broadcom Inc | 4.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,322 | 321.5 |
| (b) Individuals (high net worth individuals) | 58 | 103.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,978 | 425.0 |
| By Discretionary | ||
| Discretionary | 2,357 | 353.5 |
| Non-Discretionary | 621 | 71.5 |
| Total | 2,978 | 425.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 425.0 | |
| Total | 2,978 | 425.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002012717] |
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|---|---|---|
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CT | 0.4 |
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Acorn Creek Capital LLC
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0.4 | |
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UT | 0.4 |
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Alliance Wealth Management Group LLC
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Rareview Capital LLC
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