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Hunter David Wright

Investment adviser representative at Triad Wealth Partners, LLC
13 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

13 years in the industry.

  1. Triad Wealth Partners, LLCJun 2026 to now
  2. Sullivan Financial PartnersJun 2026 to now
  3. Solutions 4 WealthDec 2024 to Mar 2026
  4. Fidelity InvestmentsJul 2022 to Nov 2024
  5. Goosehead InsuranceDec 2021 to Jun 2022
  6. Aztec Nation SportsMay 2021 to Dec 2021
  7. Banks & Banks Attorneys At Law, P.CJan 2020 to Jan 2021
  8. Jw MarriottMay 2019 to Aug 2019
  9. Texas A&m Athletic DepartmentNov 2018 to May 2019
  10. Tpc San AntonioMay 2018 to Aug 2018
  11. Texas A&m UniversityAug 2017 to May 2021
  12. Jw MarriottFeb 2017 to Aug 2017
  13. James Madison High SchoolAug 2013 to Jun 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2023
  • Series 66 · Uniform Combined State Law2023

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
7597250
Firm CRD
326523
Advisor's SEC record (opens in a new tab)
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