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Michael Francis Irwin

Triad Wealth Partners, LLC

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About Michael Francis Irwin

Michael Irwin is an investment advisor representative with Triad Wealth Partners, LLC. Michael Irwin is registered with the state of Virginia. Michael Irwin holds the Series 65 license. Michael Irwin has been in the industry since March 2007. Michael Irwin specializes in providing financial planning, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Michael Irwin is currently registered with Triad Wealth Partners, LLC. Triad Wealth Partners, LLC is a registered investment advisor located in Lawrence, KS. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. They manage approximately $153.4 million in assets for 1,191 clients, including individuals, high net worth individuals, and other investment advisors.
Triad Wealth Partners, LLC

730 NEW HAMPSHIRE ST., UNIT 222

LAWRENCE, KS 66044

$153.38M

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Irwin’s Registration & Firm History

VA

01/08/2025 - Present

Triad Wealth Partners, LLC (Charlottesville VA)

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Licenses & Designations

IA

Issued 08/23/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Francis Irwin.
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