Amarillo, TX Office

Team
Updated today

Client AUM

$1,526,606,248

Clients

3,896

Advisors

2

Of 43 advisors across 23 offices

Location

2920 Duniven Cir. Suite Y

Amarillo TX 79109

Advisors at this office

2

Advisors at this office

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Craig S

Series 65

Amarillo, TX

Triad Wealth Partners, LLC

Craig Sullivan is a financial advisor at Triad Wealth Partners, LLC with 17 years of industry experience. He holds a Series 65 credential and has worked at multiple firms including Sullivan Wealth Partners, Visionary Wealth Management, and Fusion Capital Management. Outside of advisory roles, he is involved in ranch management as the owner of Cinco Paso Ranch. Triad Wealth Partners provides turnkey asset management services primarily to independent registered investment advisers and their clients. The firm employs a model-driven investment process focused on strategic asset allocation and offers sub-advisory management, tax-efficient model portfolios, and operational support for RIAs.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner Executive
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Hunter W

Series 63, Series 66

Amarillo, TX

Triad Wealth Partners, LLC

Hunter Wright is a financial advisor at Triad Wealth Partners, LLC in Amarillo, TX, with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Sullivan Financial Partners, Solutions 4 Wealth, Fidelity Investments, and Goosehead Insurance. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform, offering discretionary portfolio management, access to third-party managers, model portfolios, and financial planning services. The firm combines strategic asset allocation with regular due diligence and operates a dual business model that supports both independent advisors and other registered investment advisers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner Executive
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