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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-09-2023
- Office Locations
- 23
Office Locations
About Triad Wealth Partners, LLC
Triad Wealth Partners is an SEC-registered investment adviser that partners with financial advisors to deliver portfolio management and investment strategies focused on retirement outcomes. The team builds traditional asset-allocation and goal-based portfolios designed to integrate with each client’s broader financial plan, guided by a long-term “time in the market” philosophy. Supports advisors serving clients nationally, with custody options including Schwab and Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
BRENT MARTIN COGGINS
Chief Investment Officer
- CRD
- #5930661
- Ownership
- Less than 5%
Danielle Dee Hampton
Chief Compliance Officer
- CRD
- #3096878
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Connor Timothy Barth
--
- CRD
- #8266988
COLTON ELSER BAYSINGER
--
- CRD
- #7060892
Showing 2 of 43 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,431,901,186 | $192,901 |
| Non-Discretionary | $94,705,062 | $123,960 |
| Total | $1,526,606,248 | $186,467 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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