Matthew Michael D'ELia

Employer firm

Triad Wealth Partners, LLC CRD 326523

$1.53B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2025 → 07/2026
  Strategic Wealth Alliance
  Allentown, PA
• 08/2023 → Present
  Dacinia Digital
  Remote, PA
• 02/2024 → 10/2024
  Symetra Financial
  Remote, PA
• 08/2021 → 12/2023
  Blue Ridge Winery
  Saylorsburg, PA
• 09/2021 → 10/2022
  Matthews Medical
  Wind Gap, PA
• 08/2020 → 08/2021
  Adp
  Allentown, PA
• 02/2015 → 12/2020
  Full Time Student
  Bethlehem, PA
• 07/2026 → Present
  28Ten Group
  Allentown, PA

Other Businesses

1. The name of the other business: Dacinia Digital. Whether the business is investment-related: No. The address of the other business: 502 W 7th Street, Ste 100, Erie, PA 16502. The nature of the other business: Digital Agency which empowers clients through establishment and growth of their online presence. This is done by way of services, such as, but not limited to, Website Design & Development; Search Engine Optimization (SEO); and Social Media Content & Marketing. Your position, title, or relationship with the other business: Owner/President. The start date: 08/01/2023. The approximate number of hours/months you devote to the other business: 16. Hours during trading hours: 0. Briefly describe your duties relating to the other business: Managing clients at a high level and ensuring the work they contract through our agency gets completed effectively, along with managing client relationships.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-01-21