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Triad Wealth Partners, LLC CRD 326523
$1.53B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
730 New Hampshire St., Unit 222, Lawrence, KS 66044 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-15 |
| NJ | RA | APPROVED | 2024-11-27 |
| PA | RA | APPROVED | 2024-11-19 |
Branch Locations
730 New Hampshire St., Unit 222, Lawrence, KS 66044 • United States
1605 N Cedar Crest Blvd, Allentown, PA 18104 • United States
54 Old Hwy 22 #222, Clinton, NJ 08809 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gibbs Wealth Management, Llc | Allentown | PA | 03/2023 | 11/2024 |
| Elementis | Allentown | PA | 07/2016 | 09/2019 |
| Strategic Wealth Alliance Group | Allentown | PA | 06/2019 | 07/2026 |
| Triad Wealth Partners | Lawrence | KS | 11/2024 | Present |
| 28Ten Group | Allentown | PA | 07/2026 | Present |
NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 06/2019 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE AND ANNUITIES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-24 |
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