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Patrick B. Miles

TRIAD WEALTH PARTNERS
Foothill Ranch, CA 92610
Some features on this profile are disabled
CRD#: 7248070
PM

Professional summary

Patrick B. Miles is a registered financial advisor currently at TRIAD WEALTH PARTNERS, LLC located in Foothill Ranch, California.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Patrick has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick B. Miles's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

February 25, 2025 - Present

TRIAD WEALTH PARTNERS, LLC

Office #1: 26632 Towen Centre Dr. Suite 300, Foothill Ranch, CA 92610
RIA
CRD#: 326523
Foothill Ranch, CA
Past

February 6, 2024 - July 1, 2025

BROOKSTONE WEALTH ADVISORS, LLC

RIA
CRD#: 137658
Foothill Ranch, CA
Past

April 8, 2020 - January 2, 2024

SAFEGUARD INVESTMENT ADVISORY GROUP, LLC

RIA
CRD#: 146132
CORONA, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TW
TRIAD WEALTH PARTNERS, LLC
CHADWICK FINANCIAL | TRIAD WEALTH PARTNERS, LLC | SULLIVAN FINANCIAL PARTNERS | STRATEGIC WEALTH ASSET MANAGEMENT | PROSPERITY WEALTH | PROSPERITY GROWTH STRATEGIES WEALTH MANAGEMENT | PARAMOUNT WEALTH GROUP | MOMEMTUM WEALTH | MILES FINANCIAL GROUP | LEFT TACKLE ADVISORS | LAKEVIEW RETIREMENT PLANNING | CHOULES FINANCIAL

CRD#: 326523 / SEC#: 801-128150

RIA
Registered Investment Advisory firm - (6/9/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(2/25/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/16/2020
Uniform Investment Adviser Law Examination

Current Firm

TW
TRIAD WEALTH PARTNERS, LLC
CHADWICK FINANCIAL | TRIAD WEALTH PARTNERS, LLC | SULLIVAN FINANCIAL PARTNERS | STRATEGIC WEALTH ASSET MANAGEMENT | PROSPERITY WEALTH | PROSPERITY GROWTH STRATEGIES WEALTH MANAGEMENT | PARAMOUNT WEALTH GROUP | MOMEMTUM WEALTH | MILES FINANCIAL GROUP | LEFT TACKLE ADVISORS | LAKEVIEW RETIREMENT PLANNING | CHOULES FINANCIAL

CRD#: 326523 / SEC#: 801-128150

RIA
Registered Investment Advisory firm - (6/9/2023 Approved)
PREMIUM
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Contact information

Main Address
730 New Hampshire St., Unit 222, Lawrence, KS 66044
Mailing Address
Phone number
(785) 830-0000
Established
Firm type
Fiscal year end
# of Employees
19

SEC notice filing (37 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TRIAD WEALTH PARTNERS INSTITUTIONAL RIA (3/26/2025)
TRIAD WEALTH PARTNERS ADV PART 2A (3/26/2025)

Regulatory assets under management

Total Number of Accounts2,978
AUM (Assets Under Management)$ 424,994,398

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

TRIAD WEALTH PARTNERS, LLC

CRD#: 326523Foothill Ranch, CA 92610

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