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Triad Wealth Stewardship, LLC (Bellevue)


Triad Wealth Stewardship, LLC is a large advisory firm based in Bellevue. It manages $306 million of regulatory assets for 556 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Washington.

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Triad Wealth Stewardship provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Triad Wealth Stewardship: assets under management

The assets under management (AUM) of Triad Wealth Stewardship, LLC is $306 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 28% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $306 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $550.36 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Triad Wealth Stewardship, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Bellevue

The principal office where Triad Wealth Stewardship, LLC performs its advisory services is located at 777 108 Th Ave Ne Suite 1800, Bellevue, WA 98004, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 425-455-6623 or by fax 425-455-4075. The normal business hours are 7:00 am - 4:00 pm on Monday - Friday. You can find more information about the New York firm at triadwealthstewardship.com.


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