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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 | 2026-05-12 |
| NJ | RA | APPROVED | 2026-03-30 |
| PA | RA | APPROVED | 2026-03-25 |
Branch Locations
1605 N. Cedar Crest Blvd. Suite 108, Allentown, PA 18104 • United States
54 Old Highway 22 Suite 222, Clinton, NJ 08809 • United States
730 New Hampshire St., Unit 222, Lawrence, KS 66044 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Iq Pest Solutions | Emmaus | PA | 04/2015 | 01/2023 |
| Strategic Wealth Alliance Group | Allentown | PA | 01/2023 | 07/2026 |
| Triad Wealth Partners, Llc | Lawrence | KS | 02/2026 | Present |
| 28Ten Group | Allentown | PA | 07/2026 | Present |
NAME OF OTHER BUSINESS: STRATEGIC WEALTH ALLIANCE GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION START DATE: 01/2023 APX NUMBER OF HOURS PER WEEK: 40 APX HOURS DURING TRADING HOURS: VARIES POSTION/TITLE: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE FOR LIFE, ACCIDENT AND HEALTH INSURANCE, INCLUDES ANNUITY POLICIES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-20 |
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