The TRIAD WEALTH MANAGEMENT GROUP is a privately held investment adviser that advises $1.53Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. TRIAD WEALTH MANAGEMENT GROUP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 3,469,459.65% over the last 4-years.
The Group has been registered with the SEC for 5.16 years and is comprised of 1 filing and 0 relying advisers. They operate out of 25 office locations with their Headquarters at 730 NEW HAMPSHIRE ST., UNIT 222, HEMPSTEAD, KANSAS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 46 employees comprised of 33 investment and 13 non-investment staff. The total number of Employees increased by 283.33% over the last 5-years.
Their $1.53Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $847.56mn or 55.52% of Total Assets and Individuals own $679.04mn or 44.48% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 2 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
TRIAD WEALTH MANAGEMENT GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.