TRIAD WEALTH PARTNERS, LLC

CRD

326523

SEC file #

801-128150

EIN

922788250

DBA names

—

Economics

AUM

$1.53B

AUM band

$1B+

AUM trajectory

'25 · $425.0M

'26 · $1.53B

'25'26

$425.0M → $1.53B▲ +259%

sec adv history

Client mix

Individuals Other	3,381
Individuals High Net Worth	515

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'25 · 13 advisors

'26 · 33 advisors

'25'26

13 advisors → 33 advisors▲ +154%

sec adv history

Primary office

LAWRENCE KS

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers

Fee basis

% of AUMFixed fees

Filings

Latest ADV filing

03/12/2026

facebook.com/prosperitygrowthstrategies(social)

ADV-W filed at

—

Website

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

TRIAD COLLECTIVE

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

TRIAD COLLECTIVE

COGGINS, BRENT, MARTIN

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

social_url_excluded:facebook.com

rdap

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0002012717

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2024-04-23

Edgar Last Filing Date

2026-04-16

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-04-16

Accession0002012717-26-000003

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.157

Soi Zip Pct 200k Plus

0.0476

Soi Zip Returns 200k Plus

500

Soi Zip Total AGI

701,828

Fdic Zip Total Deposits

33,285,220,000

Fdic Zip Branch Count

526

Fdic Zip Top Banks

Capitol Federal Savings Bank

U.S. Bank National Association

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (21)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
Fidelity	4
E*trade	4

adv brochure

Edgar Addresses

Mailing

730 NEW HAMPSHIRE STREETSUITE 222LAWRENCE, KS 66044

Business

730 NEW HAMPSHIRE STREETSUITE 222LAWRENCE, KS 66044

Edgar EIN

922788250

Edgar Recent Filings

13F-HR2026-04-16 · 0002012717-26-000003

13F-HR2026-01-22 · 0002012717-26-000002

Fdic Zip Branches Raw

Douglas County BankLawrence, KS

Fdic Zip HHI

1324.16

Fdic Zip Top Bank Share Pct

24.67

Fdic Zip Year

2025

Firm Has Custody

Yes

Mailing Office Differs

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	45,150
Returns	3,520

Stub 2

AGI	108,009
Returns	2,950

Stub 3

AGI	95,266
Returns	1,570

Soi Zip Total Business Income

26,519

Soi Zip Total Cap Gains

30,883

Soi Zip Total Dividends

20,824

Soi Zip Total Returns

10,510

Trust Company Affiliate

IAR · Executive Officer · 2.5%

People (40)

COGGINS, BRENT, MARTIN

5930661

RINEHART, SCOTT, MICHAEL

IAR · Executive Officer · 2.5%

6849914

Danielle Dee Hampton

Executive Officer · 2.5%

3096878

NICKLAUS EDWIN WHITAKER

6220156

Matthew Michael D'Elia

JOSHUA LLOYD OTTINGER

4812200

COLTON ELSER BAYSINGER

MITCHELL CURTIS HOCKENBURY

7060892

Elizabeth Page Sening

4007699

Andrew Robert Shockley

JACOB MERRILL GOLSETH

JONATHAN MOSS FRANCES

5826715

CHRISTOPHER LEE PATTON

CHRISTOPHER CULLEN YETTER

5216811

CRAIG STEVEN SULLIVAN

LAURA LEIGH WATSON SCHULTZ

8231177

SHAWN MICHAEL LEAYMAN

Zachary Michael ZAGER

Scott Clifford Grover

6012102

MICHAEL FRANCIS IRWIN