Triad Wealth Partners, LLC

• A percentage of assets under your management
• Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

See the firm's brochure (dated March 12, 2026) for its fees and any account minimum, on the SEC's IAPD site.

$1,526,606,248 as of October 2026, filing dated September 29, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Portfolio management for businesses (other than small businesses) or institutional clients
• Selection of other advisers (including private fund managers)

Also doing business as

28TEN GROUP, CHOULES FINANCIAL, LAKEVIEW RETIREMENT PLANNING, LEFT TACKLE ADVISORS, MOMENTUM WEALTH, PARAMOUNT WEALTH GROUP, PROSPERITY GROWTH STRATEGIES WEALTH MANAGEMENT, PROSPERITY WEALTH, SLATE RIVER FINANCIAL, SONORAN WEALTH SYSTEMS, STINE TAX AND WEALTH MANAGEMENT, STINE WEALTH AND TAX, STRATEGIC WEALTH ALLIANCE GROUP, STRATEGIC WEALTH ASSET MANAGEMENT, SULLIVAN FINANCIAL PARTNERS, VANTAGE WEALTH MANAGEMENT, VANTAGE WEALTH PARTNERS

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

2023 (3 years)

Employees

Total: 46. Performing investment advisory functions: 33.

Wrap fee program participation

No.

Custodians (Schedule D, Section 5.K(3))

Charles Schwab & Co., Inc.Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)

26 other offices, as of the October 2026 filing

Allentown, PAAmarillo, TXAustin, TXCharlottesville, VAClearfield, UTClinton, NJDaytona Beach, FLEdmond, OKFayetteville, NCFredericksburg, VAFrisco, TXGarner, NCGlen Allen, VALafayette, LALake Charles, LALawrence, KSLivonia, MILogan, UTOrem, UTPalm Beach Garden, FLPhoenix, AZRaleigh, NCSalt Lake City, UTSouthlake, TXSt George, UTTulsa, OK

States registered or notice-filed

38 states or jurisdictions

ALARAZCACOCTFLGAIAIDILINKSKYLAMAMIMNMOMSMTNCNENHNJNVNYOHOKPARISCTNTXUTVAWAWI

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Regulatory assets under management: $0 in the October 2023 data and $1,526,606,248 in the October 2026 data.

Total employees: 8 in October 2023 and 46 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

1. October 2026
   • No longer lists the business name Miles Financial Group.
   • Added the business name Vantage Wealth Partners.
   • Added the business name Stine Wealth and Tax.
   • Added the business name Stine Tax and Wealth Management.
   • Added an office in Lafayette, LA.
   • Added an office in Lake Charles, LA.
   • No longer lists an office in Foothill Ranch, CA.
   • No longer lists an office in Ontario, CA.
2. September 2026
   • Added the business name Sonoran Wealth Systems.
   • Added an office in Phoenix, AZ.
3. August 2026
   • No longer lists the business name Chadwick Financial.
   • Added the business name Vantage Wealth Management.
   • Added the business name Strategic Wealth Alliance Group.
   • Added the business name Slate River Financial.
   • Added the business name 28TEN Group.
   • Added an office in Allentown, PA.
   • Added an office in Clearfield, UT.
   • Added an office in Edmond, OK.
   • Added an office in Livonia, MI.
   • Added an office in Tulsa, OK.
   • No longer lists an office in Colleyville, TX.
   • Registered or notice-filed in OK.
4. July 2026
   • Changed its office addresses in Southlake, TX.
5. June 2026
   • Changed its office addresses in Austin, TX.
   • No longer lists an office in Spicewood, TX.
6. April 2026
   • No longer lists the business name Momemtum Wealth.
   • Added the business name Momentum Wealth.
   • Employees performing advisory functions went from 13 to 33.
   • Regulatory assets under management went from $424,994,398 to $1,526,606,248 (+259%).
   • Changed its office addresses in Frisco, TX.
   • Changed its office addresses in Garner, NC.
7. January 2026
   • Updated its list of owners and control persons (Schedule A).
8. December 2025
   • Added the business name Sullivan Financial Partners.
   • Added the business name Momemtum Wealth.
   • Added the business name Left Tackle Advisors.
   • Added the business name Choules Financial.
   • Added an office in Amarillo, TX.
   • Added an office in Fayetteville, NC.
   • Added an office in Garner, NC.
   • Added an office in Logan, UT.
   • Added an office in Orem, UT.
   • Added an office in Raleigh, NC.
   • Added an office in Salt Lake City, UT.
   • Added an office in Southlake, TX.
   • Added an office in St George, UT.
   • Registered or notice-filed in AZ, GA, IA, KY, MN, NH.
9. November 2025
   • Added the business name Prosperity Wealth.
   • Added the business name Paramount Wealth Group.
   • Added the business name Lakeview Retirement Planning.
   • Added an office in Austin, TX.
   • Added an office in Frisco, TX.
   • Added an office in Palm Beach Garden, FL.
   • Added an office in Spicewood, TX.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.