← Tributary

TRIAD ADVISORS, LLC

ATLANTA, GA · CRD 25803 · IAPD ↗ · mc2wealthsolutions.com · 800-720-4003

$1.11BRegulatory AUM
89Advisory reps
2530Employees
156Clients
51-100Planning clients
0Private funds
53States
5Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
September 2024 — TRIAD ADVISORS, LLC (ATLANTA, GA) left the SEC roster (was $1.11B RAUM, 89 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
50
April 2024 — TRIAD ADVISORS, LLC reported RAUM down 51% ($2.25B -> $1.11B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
55
April 2024 — TRIAD ADVISORS, LLC added office(s): 75 -> 80 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
March 2024 — TRIAD ADVISORS, LLC moved its main office from NORCROSS, GA to ATLANTA, GA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.