Firm achieves milestone as it continues to expand Triad Wealth Partners and strengthen its leadership team

Triad Partners (“Triad”), the financial services organization dedicated to helping advisors balance success, freedom and impact, today announced that its wealth management affiliate, Triad Wealth Partners (“Triad Wealth”), has surpassed $1 billion in assets under management (AUM). This milestone reflects the appeal of the firm’s fast-growing advisor network and its ongoing commitment to delivering tailored investment strategies for high-net-worth individuals and families.

Since launching Triad Wealth in 2023, the firm has steadily scaled its team to nearly two dozen investment and financial planning professionals. This trajectory underscores Triad’s unique approach to supporting top-performing independent advisors with a platform that integrates investment management, financial planning, operations and compliance support, and practice management solutions.

“At Triad, we believe that advisors shouldn’t have to choose between building a business of significance and living a life of significance,” said Brad Johnson, co-founder of Triad Partners. “Reaching $1 billion AUM so quickly is a testament to the incredible advisors we serve and the culture we’re building. Together, we’re showing what’s possible when you combine elite advisors, a purpose-driven community and solutions designed for professional advancement and freedom.”

Triad’s AUM acceleration coincides with the continued expansion of its leadership team. Recent executive appointments—including Scott Rinehart as president and chief wealth officer, Derek Sullivan as chief financial officer, Quin Kilgore as chief technology officer and Jessica Daniels as chief operating officer—further strengthen the firm’s ability to scale operations and deliver best-in-class support to its advisor network.

“This achievement is a reflection of what makes the Triad community so special,” said Scott Rinehart, president and chief wealth officer of Triad Wealth. “I’m incredibly proud of the entire Triad Wealth team and especially grateful for the leadership of Brent Coggins, Lyndsy Dvorak, Dani Hampton, Mitch Hockenbury, Jenny Park and David Seufer, whose dedication to members continues to drive growth and opportunity. With this foundation in place, I believe the next chapter of Triad Wealth will be even more impactful for our members and their clients.”

“Going from zero to $1 billion AUM in less than two years would not have been possible without our team’s relentless focus on our members,” said Brent Coggins, chief investment officer of Triad Wealth. “Being obsessed with, and committing to, helping them build businesses of significance is why we were able to achieve this milestone, one we know is the first of many to come—we feel like we are just getting started.”

Looking ahead, Triad remains focused on strategic growth and innovation. Recently, the firm hosted its signature Do Business. Do Life. Founders Retreat, where more than 70 founding members and their families gathered to connect, exchange ideas and realign with purpose. The firm also announced the opening of a new office in downtown Lawrence, Kansas, marking the latest step in expanding the firm’s national footprint. These milestones are part of Triad’s broader mission to help independent financial advisors reclaim their time, expand their impact and achieve freedom in both business and life.

To learn more about Triad Partners, please visit triadpartners.com.

About Triad Partners

Triad Partners, founded in 2020, is a leading field marketing organization dedicated to transforming the way financial advisors approach their businesses by embracing a "Do Business. Do Life.™" mentality. Triad provides advisors with the resources, tools and support they need to achieve limitless growth and personal freedom, while focusing on aligning their lives with their values and aspirations—not just scaling a business. Through thoughtfully designed programs, financial advisors gain the knowledge and strategies to elevate their businesses, reclaim their time and prioritize what truly matters. By empowering its members to grow with purpose and balance, Triad Partners helps them build a future defined by freedom, happiness and the ability to thrive both professionally and personally.

About Triad Wealth Partners

Triad Wealth Partners is a financial services company empowering advisors to build businesses of significance through a robust platform offering investment management, financial planning, operations and compliance support and practice management solutions. It serves as a trusted partner within a passionate community of growth-minded professionals that provides an innovative platform that catapults advisor business growth and reinvigorates advisor-led teams while serving their clients at the highest level. To learn more, visit www.triadwealthpartners.com. Triad Wealth Partners, LLC is an SEC Registered Investment Adviser.

Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies.

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