DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Triad Wealth Partners, LLC
Latest filing Sep 3, 2026
First filing on the tape May 12, 2023 · 26 filings
SEC status approved since Jun 9, 2023
RAUM
$1.5B
reported, Item 5.F
Discretionary
94%
of RAUM
Private clients
100%
$1.5B individuals and HNW
Advisors
45
registered through the firm on IAPD
RAUM per advisor
$33.9M
derived; firm RAUM over IAPD count
Employees
46
33 advisory (5.B.1)
Offices
27
beyond the principal office
Private funds
0
reported on Schedule D
History
26 filings and snapshots on the tape
RAUM$1.5B as of Aug 20, 2026
May 2, 2024$153M then
HNW client RAUM$848M as of Aug 20, 2026
May 2, 2024$7.9M then
State-registered IARs (5.B.3)0 as of Aug 20, 2026
May 2, 20243 then
Employees (5.A)46 as of Aug 20, 2026
May 2, 202412 then
Private funds: no history
RAUM +259% over the last fiscal yearIARs 13 to 0offices 9 to 27
Practice profile
derived from the filing of Sep 3, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- RAUM per advisor
- $33.9MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 87derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.6MderivedHNW RAUM over HNW clients
- Average account
- $186,467derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 94%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 1.6derived28 offices incl. principal (1.F.5)
- RAUM growth, one year
- +259%derivedbetween the last two annual amendments
- Advisor growth, one year
- -100%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +182%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisersreportedItem 5.G
- Custody
- $263M, 1,305 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- marketing includes testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$848M56%
- Individuals$679M44%
- Individual clients
- 3,381reported
- HNW clients
- 515reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 8,187reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- noreported
- Custody of client assets
- $263M for 1,305 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
43 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Brent Martin Coggins | Lawrence, Ks | Jan 19, 2024 | 15 y | 2 |
| Scott Michael Rinehart | Lawrence, Ks | Jan 19, 2024 | 13 y | 5 |
| Mark David Harper | Lawrence, Ks | Jan 19, 2024 | 14 y | 3 |
| Nicklaus Edwin Whitaker | Lawrence, Ks | Jan 19, 2024 | 13 y | 4 |
| Daniel John Kulibert | Lawrence, Ks | Apr 4, 2024 | 10 y | 0 |
| Mitchell Curtis HockenburyCertified Financial Planner | Lawrence, Ks | Jun 7, 2024 | 23 y | 1 |
| Brennan Tyler Sarbaugh | Lawrence, Ks | Oct 8, 2024 | 11 y | 1 |
| Jackson SheputisCertified Financial Planner | Hebron, In | Nov 15, 2024 | 22 y | 3 |
| Joshua Lloyd Ottinger | Lawrence, Ks | Nov 19, 2024 | 10 y | 1 |
| David Robert SeuferCertified Financial Planner, Chartered Financial Analyst | Lawrence, Ks | Nov 21, 2024 | 17 y | 7 |
| Michael Francis Irwin | Glen Allen, Va | Jan 8, 2025 | 19 y | 2 |
| Matthew Michael D'Elia | Allentown, Pa | Feb 10, 2025 | 11 y | 0 |
| Blake Andrew Matzke | Lawrence, Ks | Mar 17, 2025 | 10 y | 0 |
| Jonathan Moss Frances | Lawrence, Ks | Apr 3, 2025 | 16 y | 3 |
| Tyson Andrew Pointer | Frisco, Tx | Jun 4, 2025 | 11 y | 2 |
| John Paul Johnson | Lawrence, Ks | Jun 4, 2025 | 21 y | 2 |
| Zachary Michael Zager | Spicewood, Tx | Sep 2, 2025 | 25 y | 3 |
| Elizabeth Page Sening | Glen Allen, Va | Oct 23, 2025 | 10 y | 0 |
| Craig Steven Sullivan | Lawrence, Ks | Oct 28, 2025 | 18 y | 4 |
| Jessica Eden SickingCertified Financial Planner | Lawrence, Ks | Oct 29, 2025 | 19 y | 4 |
| Nicolas John Pesci | Salt Lake City, Ut | Oct 31, 2025 | 16 y | 3 |
| Jon Rhen Brown | Lawrence, Ks | Nov 3, 2025 | 11 y | 1 |
| John Charles Clement | Lawrence, Ks | Nov 3, 2025 | 16 y | 2 |
| Jason Lee Goold | Lawrence, Ks | Nov 3, 2025 | 13 y | 1 |
| Devin Warren Choules | St. George, Ut | Nov 5, 2025 | 17 y | 3 |
| Scott Clifford Grover | Logan, Ut | Nov 10, 2025 | 14 y | 5 |
| Colton Elser Baysinger | Southlake, Tx | Nov 21, 2025 | 12 y | 0 |
| Terence K Brown | Garner, Nc | Dec 22, 2025 | 13 y | 5 |
| Shawn Michael Leayman | Allentown, Pa | Dec 22, 2025 | 17 y | 0 |
| Christopher Cullen Yetter | Clinton, Nj | Mar 25, 2026 | 11 y | 0 |
| Sara Lewis | Lawrence, Ks | Apr 22, 2026 | 10 y | 1 |
| Laura Leigh Watson Schultz | Beachwood, Oh | May 18, 2026 | 18 y | 2 |
| Connor Timothy Barth | Beachwood, Oh | May 22, 2026 | 10 y | 0 |
| Hunter David Wright | Lawrence, Ks | Jun 24, 2026 | 13 y | 2 |
| Alexis Burchett | Lawrence, Ks | Jun 29, 2026 | 10 y | 1 |
| Lisa Rose MangeCertified Financial Planner | Lawrence, Ks | Jul 2, 2026 | 10 y | 4 |
| Zachary Maxwell Williams | Livonia, Mi | Jul 10, 2026 | 10 y | 1 |
| Patrick Coons | Lawrence, Ks | Jul 10, 2026 | 15 y | 0 |
| Timothy Peter MarcinekChartered Financial Consultant | Lawrence, Ks | Jul 21, 2026 | 15 y | 6 |
| Jamie Christopher Cinotto | Lawrence, Ks | Aug 11, 2026 | 25 y | 9 |
Advisor movement
7 left, 21 joined in 12 months
net +14 in 12 months4 left in 90 days8 joined in 90 daysdeparture rate 16% of current headcount9 left over 36 months
Left, latest
- Patrick B. Miles to Signal Advisors Wealth, LLCSep 1, 2026 · RIA to RIA
- Jessica Bonnett to Wells Fargo AdvisorsJul 14, 2026 · RIA to wirehouse
- Chad William Golseth to Chadwick FinancialJun 30, 2026 · RIA to a state-registered adviser
- Jacob Merrill Golseth to Chadwick FinancialJun 30, 2026 · RIA to a state-registered adviser
- Christy Jo Drake Dodge to Prime Capital FinancialDec 2, 2025 · RIA to RIA
- Nicholas Antonio Lopez to Retirement Planners Of AmericaNov 25, 2025 · RIA to RIA
- Logan Thomas Wolfley to Rea FinancialNov 11, 2025 · RIA to a newly registered adviser
- Dante Anthony Smith to Wealthplan Investment Management LLCApr 23, 2025 · RIA to RIA
- Erick Alexander Aguayo to Aerodigm Wealth LLCMar 26, 2024 · RIA to RIA
- Matthew Christian Weglarz to Buffalo Run Wealth Advisors LLCAug 29, 2023 · Other
Joined, latest
- Ebony Rideau from Prosperity Capital AdvisorsSep 11, 2026 · RIA to RIA
- Troy Lane Stine from Prosperity Capital AdvisorsSep 11, 2026 · RIA to RIA
- Jamie Christopher Cinotto from Paragon Capital Management LLCAug 11, 2026 · RIA to RIA
- Timothy Peter Marcinek from Cambridge Investment Research Advisors, Inc.Jul 21, 2026 · Affiliated broker-dealer or bank to independent RIA
- Zachary Maxwell Williams from Gibbs Wealth Management, LLCJul 10, 2026 · RIA to RIA
- Lisa Rose Mange from MarinerJul 2, 2026 · Affiliated broker-dealer or bank to independent RIA
- Alexis Burchett from Ae Wealth Management, LLCJun 29, 2026 · Affiliated broker-dealer or bank to independent RIA
- Hunter David Wright from Solutions 4 WealthJun 24, 2026 · RIA to RIA
- Laura Leigh Watson Schultz from Creativeone Wealth, LLCMay 18, 2026 · RIA to RIA
- Sara Lewis from Strategic Advisers LLCApr 22, 2026 · Affiliated broker-dealer or bank to independent RIA
- Jessica Bonnett from Strategic Advisers LLCMar 23, 2026 · Affiliated broker-dealer or bank to independent RIA
- Terence K Brown from Coppell Advisory Solutions LLCDec 22, 2025 · RIA to RIA
- Scott Clifford Grover from Coppell Advisory Solutions LLCNov 10, 2025 · RIA to RIA
- Devin Warren Choules from Visionary Wealth Management, LLCNov 5, 2025 · Other
- John Charles Clement from Coppell Advisory Solutions LLCNov 3, 2025 · RIA to RIA
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from Prosperity Capital AdvisorsSep 11, 2026 · Lafayette, La
- 2 joined from Coppell Advisory Solutions LLCFeb 25, 2026 · Dallas, Tx
- 3 joined from Coppell Advisory Solutions LLCFeb 25, 2026 · Orem, Ut
- 2 joined from Coppell Advisory Solutions LLCDec 9, 2025 · Dallas, Tx
- 2 joined from Brookstone Wealth Advisors, LLCMay 29, 2025 · Bedford, Tx
- 2 joined from Triad Wealth Management, LLCMar 17, 2023 · Lawrence, Ks
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Kay Sara Baker · Presidentcontrolsince 01/2024 · owns less than 5%
- Martin Brent Coggins · Chief Investment Officercontrolsince 08/2023 · owns less than 5%
- Michael Scott Rinehart · Presidentcontrolsince 03/2025 · owns less than 5%
- Lance Bradley Johnson · Officercontrolsince 04/2023 · owns 50% to 75% of Triad Collective
- Christopher Shawn Sparks · Officercontrolsince 04/2023 · owns 50% to 75% of Triad Collective
- Dee Danielle Hampton · Chief Compliance Officersince 03/2024 · owns less than 5%
- Winslow Keith Ellis · Shareholdersince 04/2023 · owns 25% to 50% of Nationwide Investment Solutions, LLC
- L.(Mi Only) Derek Gregoire · Shareholdersince 04/2023 · owns 25% to 50% of Nationwide Investment Solutions, LLC
- Chapman Matthew Peck · Shareholdersince 04/2023 · owns 25% to 50% of Nationwide Investment Solutions, LLC
- Anthony Pellegrino · Shareholdersince 04/2023 · owns 25% to 50% of Nationwide Investment Solutions, LLC
Entity owners
- Triad Collective · Shareholderdirect · owns 75% or more
- Nationwide Investment Solutions, LLC · Shareholderdirect · owns 25% to 50%
Related persons
Schedule D 7.A
- Triad Partners, LLCreal estaten
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Lawrence, Ks · principal | 45 | 28 | 5 | 1 | |
| Orem, Ut | 5 | 5 | 0 | ||
| Allentown, Pa | 4 | 2 | 0 | ||
| Southlake, Tx | 4 | 4 | 1 | ||
| Fairview Park, Oh | 3 | 3 | 0 | ||
| Clinton, Nj | 3 | 1 | 0 | ||
| Lake Charles, La | 2 | 2 | 0 | ||
| Logan, Ut | 2 | 2 | 0 | ||
| Glen Allen, Va | 2 | 1 | 0 | ||
| Amarillo, Tx | 2 | 2 | 0 | ||
| Beachwood, Oh | 2 | 2 | 0 | ||
| Clearfield, Ut | 2 | 2 | 0 | ||
| Frisco, Tx | 2 | 0 | 0 | ||
| Lafayette, La | 2 | 2 | 0 | ||
| Wenatchee, Wa | 0 | 0 | 0 | ||
| Garland, Tx | 0 | 0 | 0 | ||
| Foothill Ranch, Ca | 0 | 0 | 1 | ||
| Colleyville, Tx | 0 | 0 | 1 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
11 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing Sep 3, 2026RINEHART, SCOTT, MICHAEL (PRESIDENT) appeared on Schedule A between the filings of 2024-03-25 and 2026-09-03peers: independent wealth managers, $1B to $5B (1,360)
- control person changedChange between filings · filing Sep 3, 2026Sparks, Shawn, Christopher (OFFICER) left Schedule A between the filings of 2024-03-25 and 2026-09-03peers: independent wealth managers, $1B to $5B (1,360)
- control person changedChange between filings · filing Sep 3, 2026Johnson, Bradley, Lance (OFFICER) left Schedule A between the filings of 2024-03-25 and 2026-09-03peers: independent wealth managers, $1B to $5B (1,360)
- control person changedChange between filings · filing Sep 3, 2026Baker, Sara, Kay (PRESIDENT) left Schedule A between the filings of 2024-03-25 and 2026-09-03peers: independent wealth managers, $1B to $5B (1,360)
- HNW share shiftChange between filings · filing Mar 12, 2026HNW share of RAUM moved from 24.0% to 56.0% between the annual amendments of 2025-03-26 and 2026-03-12peers: independent wealth managers, $1B to $5B (1,360)
- office count surgeChange between filings · filing Mar 12, 2026offices other than the principal office (Item 1.F.5) moved from 9.0 to 23.0 (+156.0%) between the annual amendments of 2025-03-26 and 2026-03-12; the peer median change was 0.0% (379 comparable advisers, 98.0th percentile of changes)peers: independent wealth managers, $1B to $5B (379) · 98% percentile
- account count surgeChange between filings · filing Mar 12, 2026accounts (Item 5.F.2.f) moved from 2,978.0 to 8,187.0 (+175.0%) between the annual amendments of 2025-03-26 and 2026-03-12; the peer median change was +6.0% (1206 comparable advisers, 98.0th percentile of changes)peers: independent wealth managers, $1B to $5B (1,206) · 98% percentile
- RAUM up 50 %Change between filings · filing Mar 12, 2026RAUM (Item 5.F) moved from $424,994,398 to $1,526,606,248 (+259.0%) between the annual amendments of 2025-03-26 and 2026-03-12; the peer median change was +17.0% (1297 comparable advisers, 99.0th percentile of changes)peers: independent wealth managers, $1B to $5B (1,297) · 99% percentile
- advisor count dropChange between filings · filing Mar 12, 2026advisory representatives (Item 5.B.3) moved from 13.0 to 0.0 (-100.0%) between the annual amendments of 2025-03-26 and 2026-03-12; the peer median change was 0.0% (999 comparable advisers, 0.0th percentile of changes)peers: independent wealth managers, $1B to $5B (999) · 0.0% percentile
- client count surgeChange between filings · filing Mar 12, 2026individual and HNW clients (Item 5.D) moved from 1,380.0 to 3,896.0 (+182.0%) between the annual amendments of 2025-03-26 and 2026-03-12; the peer median change was +5.0% (1132 comparable advisers, 99.0th percentile of changes)peers: independent wealth managers, $1B to $5B (1,132) · 99% percentile
- employee count surgeChange between filings · filing Mar 12, 2026employees (Item 5.A) moved from 19.0 to 46.0 (+142.0%) between the annual amendments of 2025-03-26 and 2026-03-12; the peer median change was +4.0% (1050 comparable advisers, 100.0th percentile of changes)peers: independent wealth managers, $1B to $5B (1,050) · 100% percentile
What changed
consecutive filings, newest first
- Financial planning clients · 1-10 to 1-10Aug 20, 2026 to Sep 3, 2026
- Other offices · 29 to 27Aug 20, 2026 to Sep 3, 2026
- Succession · false to unsetAug 20, 2026 to Sep 3, 2026
- Other offices · 28 to 29Jul 14, 2026 to Aug 20, 2026
- Other offices · 22 to 28Jun 3, 2026 to Jul 14, 2026
- Other offices · 23 to 22Mar 12, 2026 to May 4, 2026
- Accounts · 2,978 to 8,187Dec 12, 2025 to Mar 12, 2026
- Advisory employees · 13 to 33Dec 12, 2025 to Mar 12, 2026
- HNW clients · 58 to 515Dec 12, 2025 to Mar 12, 2026
- Individual clients · 1,322 to 3,381Dec 12, 2025 to Mar 12, 2026
- Assets in custody · unset to 263112872.0Dec 12, 2025 to Mar 12, 2026
- Custody of client assets · false to trueDec 12, 2025 to Mar 12, 2026
- Employees · 19 to 46Dec 12, 2025 to Mar 12, 2026
- Insurance-licensed employees · 1 to 0Dec 12, 2025 to Mar 12, 2026
- State-registered IARs · 13 to 0Dec 12, 2025 to Mar 12, 2026
- Discretionary RAUM · $354M to $1.4BDec 12, 2025 to Mar 12, 2026
- HNW RAUM · $104M to $848MDec 12, 2025 to Mar 12, 2026
- Individual RAUM · $321M to $679MDec 12, 2025 to Mar 12, 2026
- Non-discretionary RAUM · $71.5M to $94.7MDec 12, 2025 to Mar 12, 2026
- RAUM · $425M to $1.5BDec 12, 2025 to Mar 12, 2026
- Other offices · 10 to 23Aug 22, 2025 to Nov 10, 2025
- Other offices · 9 to 10Jun 11, 2025 to Aug 22, 2025
- Financial planning clients · 1-10 to 1-10May 22, 2025 to Jun 11, 2025
- Accounts · 1,191 to 2,978Jan 6, 2025 to Mar 26, 2025
- Advisory employees · 5 to 13Jan 6, 2025 to Mar 26, 2025
- HNW clients · 3 to 58Jan 6, 2025 to Mar 26, 2025
- Individual clients · 539 to 1,322Jan 6, 2025 to Mar 26, 2025
- Employees · 12 to 19Jan 6, 2025 to Mar 26, 2025
- Insurance-licensed employees · 0 to 1Jan 6, 2025 to Mar 26, 2025
- Financial planning clients · 0 to 1-10Jan 6, 2025 to Mar 26, 2025
- State-registered IARs · 3 to 13Jan 6, 2025 to Mar 26, 2025
- Other offices · 0 to 9Jan 6, 2025 to Mar 26, 2025
- Discretionary RAUM · $105M to $354MJan 6, 2025 to Mar 26, 2025
- HNW RAUM · $7.9M to $104MJan 6, 2025 to Mar 26, 2025
- Individual RAUM · $145M to $321MJan 6, 2025 to Mar 26, 2025
- Non-discretionary RAUM · $48.6M to $71.5MJan 6, 2025 to Mar 26, 2025
- RAUM · $153M to $425MJan 6, 2025 to Mar 26, 2025
- Accounts · 1,144 to 1,191Jan 23, 2024 to Mar 25, 2024
- Individual clients · 511 to 539Jan 23, 2024 to Mar 25, 2024
- Discretionary RAUM · $96.8M to $105MJan 23, 2024 to Mar 25, 2024
Signals
29 dated events
- 2 advisors left Prosperity Capital Advisors (Lafayette, LA) for Triad Wealth Partners, LLC on the same daySep 11, 2026 · Team lift-out · derived
- Patrick B. Miles left Triad Wealth Partners, Llc for Signal Advisors Wealth, Llc (registered 2026-07-31)Sep 1, 2026 · Advisor changed firm · fact
- Jessica Bonnett left Triad Wealth Partners, Llc for Wells Fargo Advisors (registered 2026-08-27)Jul 14, 2026 · Advisor changed firm · fact
- Triad Wealth Partners, Llc reported 28 offices beyond its principal office, up from 22 (2026-06-03 to 2026-07-14)Jul 14, 2026 · Office count change · derived
- Jacob Merrill Golseth left Triad Wealth Partners, Llc for Chadwick Financial (registered 2025-10-09)Jun 30, 2026 · Advisor changed firm · fact
- Chad William Golseth left Triad Wealth Partners, Llc for Chadwick Financial (registered 2025-10-07)Jun 30, 2026 · Advisor changed firm · fact
- Max Jaffe no longer registered at Triad Wealth Partners, Llc; no later IA registration on IAPDJun 9, 2026 · Advisor departure · fact
- Triad Wealth Partners, Llc reported 0 state-registered advisory representatives, down from 13 (2025-12-12 to 2026-03-12)Mar 12, 2026 · Advisor headcount change · derived
- Triad Wealth Partners, Llc reported RAUM $1.5B, up 259% from $425.0M (2025-12-12 to 2026-03-12)Mar 12, 2026 · RAUM change · derived
- 4 advisors left Coppell Advisory Solutions LLC (Orem, UT) for Triad Wealth Partners, LLC within 9 daysFeb 25, 2026 · Team lift-out · derived
- 2 advisors left Coppell Advisory Solutions LLC (Dallas, TX) for Triad Wealth Partners, LLC on the same dayFeb 25, 2026 · Team lift-out · derived
- 2 advisors left Coppell Advisory Solutions LLC (Southlake, TX) for Triad Wealth Partners, LLC within 13 daysDec 9, 2025 · Team lift-out · derived
- Christy Jo Drake Dodge left Triad Wealth Partners, Llc for Prime Capital Financial (registered 2026-04-01)Dec 2, 2025 · Advisor changed firm · fact
- Nicholas Antonio Lopez left Triad Wealth Partners, Llc for Retirement Planners Of America (registered 2025-12-15)Nov 25, 2025 · Advisor changed firm · fact
- Logan Thomas Wolfley left Triad Wealth Partners, Llc for Rea Financial (registered 2026-04-20)Nov 11, 2025 · Advisor changed firm · fact
- Triad Wealth Partners, Llc reported 23 offices beyond its principal office, up from 10 (2025-08-22 to 2025-11-10)Nov 10, 2025 · Office count change · derived
- 2 advisors left Brookstone Wealth Advisors, LLC (Bedford, TX) for Triad Wealth Partners, LLC on the same dayMay 29, 2025 · Team lift-out · derived
- Dante Anthony Smith left Triad Wealth Partners, Llc for Wealthplan Investment Management Llc (registered 2025-05-14)Apr 23, 2025 · Advisor changed firm · fact
- Triad Wealth Partners, Llc reported RAUM $425.0M, up 177% from $153.4M (2025-01-06 to 2025-03-26)Mar 26, 2025 · RAUM change · derived
- Triad Wealth Partners, Llc reported 13 state-registered advisory representatives, up from 3 (2025-01-06 to 2025-03-26)Mar 26, 2025 · Advisor headcount change · derived
- Triad Wealth Partners, Llc reported 9 offices beyond its principal office, up from 0 (2025-01-06 to 2025-03-26)Mar 26, 2025 · Office count change · derived
- Erick Alexander Aguayo left Triad Wealth Partners, Llc for Aerodigm Wealth Llc (registered 2026-02-27)Mar 26, 2024 · Advisor changed firm · fact
- Alexander Erick Aguayo (Chief Compliance Officer) no longer on Schedule A of Triad Wealth Partners, Llc (listed 2024-01-23, absent 2024-03-25)Mar 25, 2024 · Control person left · inference
- Lynn Jessica Jones (Chief Operations Officer) no longer on Schedule A of Triad Wealth Partners, Llc (listed 2023-10-30, absent 2024-01-12)Jan 12, 2024 · Control person left · inference
- Christian Matthew Weglarz (Chief Executive Officer And Chief Investment Officer) no longer on Schedule A of Triad Wealth Partners, Llc (listed 2023-08-15, absent 2023-08-30)Aug 30, 2023 · Control person left · inference
- Martin Brent Coggins (Chief Investment Officer) appeared on Schedule A of Triad Wealth Partners, LlcAug 30, 2023 · Control person joined · fact
- Matthew Christian Weglarz left Triad Wealth Partners, Llc for Buffalo Run Wealth Advisors Llc (registered 2026-01-13)Aug 29, 2023 · Advisor changed firm · fact
- Triad Wealth Partners, Llc filed its initial SEC registration (Form ADV)May 12, 2023 · First SEC registration · fact
- 2 advisors left Triad Wealth Management, LLC (Lawrence, KS) for Triad Wealth Partners, LLC on the same dayMar 17, 2023 · Team lift-out · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/strategicwealthalliancegroupreportedpublic record, Form ADV, Sep 17, 2026
- Website
- triadwealthpartners.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 785-830-0000reportedpublic record, Form ADV, Sep 3, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $33.9Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026