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TRIAD WEALTH PARTNERS, LLC

LAWRENCE, KS · CRD 326523 · IAPD ↗ · vwpwealth.com · 785-830-0000

$1.53BRegulatory AUM
33Advisory reps
46Employees
0Clients
1-10Planning clients
0Private funds
38States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
September 2026 — TRIAD WEALTH PARTNERS, LLC added office(s): 28 -> 29 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
30
August 2026 — TRIAD WEALTH PARTNERS, LLC changed its website from milesfinancialgroup.com to vwpwealth.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
47
August 2026 — TRIAD WEALTH PARTNERS, LLC notice-filed in OK.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
August 2026 — TRIAD WEALTH PARTNERS, LLC added office(s): 22 -> 28 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2026 — TRIAD WEALTH PARTNERS, LLC now reports custody of client assets ($263.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
85
April 2026 — TRIAD WEALTH PARTNERS, LLC crossed $1B in regulatory AUM ($425.0M -> $1.53B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
April 2026 — TRIAD WEALTH PARTNERS, LLC grew from 13 to 33 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
53
December 2025 — TRIAD WEALTH PARTNERS, LLC added office(s): 9 -> 23 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
December 2025 — TRIAD WEALTH PARTNERS, LLC notice-filed in AZ, GA, IA, KY, MN, NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
July 2025 — TRIAD WEALTH PARTNERS, LLC notice-filed in MT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
51
June 2025 — TRIAD WEALTH PARTNERS, LLC notice-filed in ID, LA, MS, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2025 — TRIAD WEALTH PARTNERS, LLC notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2025 — TRIAD WEALTH PARTNERS, LLC added office(s): 0 -> 9 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
April 2025 — TRIAD WEALTH PARTNERS, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
73
April 2025 — TRIAD WEALTH PARTNERS, LLC reported RAUM up 177% ($153.4M -> $425.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
76
April 2025 — TRIAD WEALTH PARTNERS, LLC grew from 5 to 13 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
44
February 2025 — TRIAD WEALTH PARTNERS, LLC notice-filed in CT, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
December 2024 — TRIAD WEALTH PARTNERS, LLC notice-filed in NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
September 2024 — TRIAD WEALTH PARTNERS, LLC notice-filed in CO, MA, RI, SC, UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2024 — TRIAD WEALTH PARTNERS, LLC notice-filed in AL, AR, FL, IL, IN, MI, MO, NC, NV, NY, OH, PA, TX, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
February 2024 — TRIAD WEALTH PARTNERS, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP

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