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Patrick B. Miles
TRIAD WEALTH PARTNERS
Foothill Ranch, CA 92610
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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.
Name of the other business: Miles Investment and Insurance Services LLC; Investment-related: No; Address: 26632 Towne Centre Dr. Suite 300, Foothill Ranch, CA 92610; Nature of business: Independent Insurance Producer; Position/Title: Owner/Producer; Start date: January 2015; the approximate number of hours/month you devote to the other business: 30 hours per week, 15 hours per week during securities trading hours; Duties related to other business: Sales and service of life insurance products and annuities.
CRS (Client Relationship Summary) - RIA
Click below to view Patrick B. Miles's 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®
NoneExperience
Current
February 25, 2025 - Present
TRIAD WEALTH PARTNERS, LLC
Office #1: 26632 Towen Centre Dr. Suite 300, Foothill Ranch, CA 92610RIA
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)
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)Upgrade to AdvisorCheck 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)
Regulatory assets under management
| Total Number of Accounts | 2,978 |
| AUM (Assets Under Management) | $ 424,994,398 |
Red Flags
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