Triad Wealth Partners, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

326523

SEC number

801-128150

Firm type

RIA

Assets under management

$1.5B as of Jun 3, 2026

Website

milesfinancialgroup.com ↗

Phone

785-830-0000

Address

730 New Hampshire St., Unit 222, Lawrence, KS, 66044

Advisors at this firm

40 in our index · page 1 of 1

• Colton Elser BaysingerCRD 7060892 · Southlake, TX
  IA RegisteredRegistration inactive
• Jessica BonnettCRD 6484200 · Clearfield, UT
  IA RegisteredRegistration inactive
• Terence K BrownCRD 6260397 · Raleigh, NC
  IA Registered
• Connor Timothy BarthCRD 8266988 · Fairview Park, OH
  IA Registered
• Jon Rhen BrownCRD 8029203 · Orem, UT
  IA Registered
• Alexis BurchettCRD 6723156 · Lawrence, KS
  IA Registered
• Devin Warren ChoulesCRD 5960686 · Logan, UT
  IA Registered
• Brent Martin CogginsCRD 5930661 · Lawrence, KS
  IA Registered
• John Charles ClementCRD 7696591 · Orem, UT
  IA Registered
• Matthew Michael D'eliaCRD 8040699 · Allentown, PA
  IA Registered
• Jonathan Moss FrancesCRD 5826715 · Palm Beach Gardens, FL
  IA Registered
  Disclosure event(s) on record
• Jason Lee GooldCRD 6232855 · Orem, UT
  IA RegisteredRegistration inactive
• Scott Clifford GroverCRD 6012102 · Logan, UT
  IA RegisteredRegistration inactive
• Mitchell Curtis HockenburyCRD 4007699 · Lawrence, KS
  IA Registered
• Mark David HarperCRD 6738843 · Lawrence, KS
  IA RegisteredRegistration inactive
• Michael Francis IrwinCRD 7635536 · Fredericksburg, VA
  IA Registered
• John Paul JohnsonCRD 4973276 · Frisco, TX
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Daniel John KulibertCRD 7860396 · Clovis, CA
  IA Registered
• Shawn Michael LeaymanCRD 5567528 · Allentown, PA
  IA RegisteredRegistration inactive
• Sara LewisCRD 8009588 · Orem, UT
  IA RegisteredRegistration inactive
• Lisa Rose MangeCRD 7518367 · Lawrence, KS
  IA RegisteredRegistration inactive
• Blake Andrew MatzkeCRD 7287240 · Lawrence, KS
  IA RegisteredRegistration inactive
• Patrick B. MilesCRD 7248070 · Foothill Ranch, CA
  IA Registered
• Joshua Lloyd OttingerCRD 4812200 · Allentown, PA
  IA Registered
• Christopher Lee PattonCRD 5216811 · Southlake, TX
  IA RegisteredRegistration inactive
• Nicolas John PesciCRD 5844843 · Orem, UT
  IA Registered
• Tyson Andrew PointerCRD 7990201 · Frisco, TX
  IA RegisteredRegistration inactive
• Scott Michael RinehartCRD 6849914 · Lawrence, KS
  IA Registered
• Laura Leigh Watson SchultzCRD 7353876 · Fairview Park, OH
  IA Registered
• David Robert SeuferCRD 5681165 · Aurora, CO
  IA RegisteredRegistration inactive
• Jessica Eden SickingCRD 5319988 · Southlake, TX
  IA RegisteredRegistration inactive
• Craig Steven SullivanCRD 5525141 · Amarillo, TX
  IA Registered
• Brennan Tyler SarbaughCRD 7853229 · Lawrence, KS
  IA Registered
• Elizabeth Page SeningCRD 8176957 · Glen Allen, VA
  IA Registered
• Jackson SheputisCRD 7332711 · Hebron, IN
  IA Registered
• Andrew Robert ShockleyCRD 8050799 · Orem, UT
  IA Registered
• Nicklaus Edwin WhitakerCRD 6220156 · Lawrence, KS
  IA Registered
• Hunter David WrightCRD 7597250 · Amarillo, TX
  IA RegisteredRegistration inactive
• Christopher Cullen YetterCRD 8231177 · Allentown, PA
  IA Registered
  Disclosure event(s) on record
• Zachary Michael ZagerCRD 4281303 · Spicewood, TX
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.