Ian Fritz
Investment adviser representative at Triad Wealth Partners, LLC
11 yearsExperience
1 stateRegistered in
$1.5BFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Triad Wealth Partners, LLCJul 2026 to now
- Sullivan Financial PartnersJul 2026 to now
- Cain Financial SolutionsMar 2024 to Jun 2026
- UnemployedJun 2023 to Mar 2024
- Fisher InvestmentsApr 2022 to Jun 2023
- J.P. Morgan Securities LLCDec 2018 to Mar 2022
- JPMorgan Chase Bank, N.A.Dec 2018 to Mar 2022
- Member's Building MaintenanceFeb 2018 to Dec 2018
- Bedrock LogisticsJul 2017 to Feb 2018
- Prestige MaintenanceJun 2017 to Aug 2017
- Complete Facility ServicesJun 2015 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
Triad Wealth Partners, LLC
$1.5BAssets managed
3,896Clients
42Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7057280
- Firm CRD
- 326523