# Triad Wealth Partners, LLC

> Triad Wealth Partners, LLC is an SEC-registered investment advisory firm in Lawrence, KS, registered since 2023, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 29, 2026.

- CRD: 326523
- Filed as: TRIAD WEALTH PARTNERS, LLC
- 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)
- Location: Lawrence, KS
- Filing period: October 2026
- Form ADV filing dated: September 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/326523
- AdvisorCensus page: https://advisorcensus.com/firm/triad-wealth-partners-llc-lawrence-ks-326523

## Quick answers

**How is Triad Wealth Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Triad Wealth Partners, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Triad Wealth Partners, LLC located?**
Triad Wealth Partners, LLC's principal office is in Lawrence, KS, according to its Form ADV; the October 2026 filing also lists 26 other offices (Schedule D, Section 1.F).

**Is Triad Wealth Partners, LLC registered with the SEC or a state?**
Triad Wealth Partners, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 326523.

**How much does Triad Wealth Partners, LLC manage?**
Triad Wealth Partners, LLC reports $1,526,606,248 in regulatory assets under management in its Form ADV filing dated September 29, 2026 (94% discretionary).

**How have Triad Wealth Partners, LLC's assets and staff changed since 2023?**
In the Form ADV data for Triad Wealth Partners, LLC: 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. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Triad Wealth Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (3,381); high net worth individuals (515).

**Which custodians does Triad Wealth Partners, LLC use?**
Triad Wealth Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Triad Wealth Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/326523

**What changed in Triad Wealth Partners, LLC's recent Form ADV filings?**
In the October 2026 filing data: 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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### 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.

### Regulatory assets under management (Item 5.F)
- Total: $1,526,606,248
- Discretionary: $1,431,901,186
- Non-discretionary: $94,705,062

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 3,381 | $679,042,959 |
| High net worth individuals | 515 | $847,563,289 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 46 total, 33 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, AR, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NV, NY, OH, OK, PA, RI, SC, TN, TX, UT, VA, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Allentown, PA
- Amarillo, TX
- Austin, TX
- Charlottesville, VA
- Clearfield, UT
- Clinton, NJ
- Daytona Beach, FL
- Edmond, OK
- Fayetteville, NC
- Fredericksburg, VA
- Frisco, TX
- Garner, NC
- Glen Allen, VA
- Lafayette, LA
- Lake Charles, LA
- Lawrence, KS
- Livonia, MI
- Logan, UT
- Orem, UT
- Palm Beach Garden, FL
- Phoenix, AZ
- Raleigh, NC
- Salt Lake City, UT
- Southlake, TX
- St George, UT
- Tulsa, OK

### Websites listed on Form ADV (Item 1.I)
- 28tengroup.com
- choulesfinancial.com
- lakeviewretirementplanning.com
- lefttackleadvisors.com
- paramountwealthgroup.com
- prosperitygrowthstrategies.com
- prosperitywealthflorida.com
- retiremomentum.com
- slateriverfinancial.com
- sonoran-wealth.com
- stineadvisors.com
- strategicwealthalliance.com
- sullivanfinancialpartners.com
- triadwealthpartners.com
- vwpwealth.com
- Facebook @prosperitygrowthstrategies
- Facebook @strategicwealthalliancegroup
- Instagram @lakeviewretirementplanning
- LinkedIn @strategicwealthalliancegroup
- LinkedIn @triad-wealth-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $0 | 8 | August 30, 2023 |
| October 2024 | $153,379,961 | 12 | August 6, 2024 |
| October 2025 | $424,994,398 | 19 | June 11, 2025 |
| October 2026 | $1,526,606,248 | 46 | September 29, 2026 |

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.

## Changes in the filing (last 12 months)

### 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.

### September 2026
- Added the business name Sonoran Wealth Systems.
- Added an office in Phoenix, AZ.

### 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.

### July 2026
- Changed its office addresses in Southlake, TX.

### June 2026
- Changed its office addresses in Austin, TX.
- No longer lists an office in Spicewood, TX.

### 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.

### January 2026
- Updated its list of owners and control persons (Schedule A).

### 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.

### 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Triad Wealth Partners, LLC (CRD 326523): Form ADV filing data as of October 2026.