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Triad Advisors adds $325M advisory firm to broker/dealer platforms

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Triad Advisors adds $325M advisory firm to broker/dealer platforms

Cirrus Wealth Management LLC has joined the broker/dealer and hybrid registered investment adviser platforms of Triad Advisors LLC.

The financial advisory firm brings approximately $325 million in total advisory and brokerage client assets. Cirrus has four financial advisers and four support staff. It focuses on high-net-worth individuals and small- to mid-size business owners.

Triad Advisors is a subsidiary of Ladenburg Thalmann Financial Services Inc.