President · Triad Wealth Partners, LLC
Scott M. Rinehart
CRD 6849914 · Named on Form ADV at one SEC-registered adviser
At a glance
Triad Wealth Partners, LLC, an SEC-registered wealth manager based in Lawrence, KS with $1.5 billion in regulatory assets, lists Scott M. Rinehart on its Form ADV as President, a control person.
Firms and roles
- Triad Wealth Partners, LLCPresidentWealth manager · Lawrence, KS · $1.5B in regulatory assets
AtlasMembers
Scott’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Brent M. CogginsChief Investment Officer, Triad Wealth Partners, LLC
- Danielle D. HamptonChief Compliance Officer, Triad Wealth Partners, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Scott’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.