Allentown, PA Office
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Triad Wealth Partners, LLC
Multi-team
Firm-wide stats for Triad Wealth Partners, LLC
About
Triad Wealth Partners serves individual and institutional clients through two distinct channels: a network of independent Investment Adviser Representatives (IARs) who provide portfolio management and financial planning to individuals, trusts, estates and business entities, and a Turnkey Asset Management Platform (TAMP) that delivers sub‑advisory, operational and model portfolio services to other registered investment advisers and their end clients. The firm offers ongoing discretionary portfolio management, access to third‑party managers and private funds, model portfolios, and stand‑alone financial planning and consulting engagements.
Investment decisions are driven by strategic asset allocation and an investment committee that maintains proprietary and third‑party models, with rebalancing and manager due diligence conducted on a regular basis; IARs may select firm models for clients or construct customized discretionary portfolios tailored to client objectives. The firm implements diversified strategies across mutual funds, ETFs, individual securities and fixed income, and may place client assets with third‑party managers or use separately managed accounts and model programs where appropriate.
What is noteworthy about Triad Wealth is its combined business model: a relatively new firm (founded in 2023) that has scaled to over $1.5 billion in regulatory assets while operating both an independent IAR network—where many IARs run their own branded business entities—and a TAMP serving other RIAs, including non‑discretionary assets‑under‑advisement services. The firm also has an affiliated insurance marketing organization (Triad Partners) and many IARs who are licensed insurance agents, which the brochure identifies as a potential source of commissions and related conflicts of interest that clients should consider.
Based on Triad Wealth Partners, LLC
Expertise
Based on Triad Wealth Partners, LLC
Location
1605 N. Cedar Crest Blvd
Allentown PA 18104
Advisors at this office
3
Advisors at this office
Matthew D
Series 65
Allentown, PA
Triad Wealth Partners, LLC
Matthew D'elia is a financial advisor with Triad Wealth Partners, LLC, holding a Series 65 designation and one year of industry experience. He previously worked at 28Ten Group and Strategic Wealth Alliance. Outside of finance, he is the owner and president of Dacinia Digital, a digital agency focused on website design, SEO, and social media marketing. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform. The firm provides discretionary portfolio management, access to third-party managers, and model portfolios, emphasizing strategic asset allocation and diversified investment strategies.
Christopher Y
Series 65
Allentown, PA
Triad Wealth Partners, LLC
Christopher Yetter is a Series 65 registered advisor with Triad Wealth Partners, LLC in Allentown, PA. He has industry experience beginning in 2023, with prior roles at Strategic Wealth Alliance Group and an eight-year tenure at IQ Pest Solutions before entering the financial advisory field. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform, offering discretionary portfolio management, access to third-party managers, and model portfolios tailored to client objectives. The firm combines a scalable business model supporting both independent advisors and other RIAs, managing over $1.5 billion in regulatory assets.
Joshua O
Series 65
Allentown, PA
Triad Wealth Partners, LLC
Joshua Ottinger is a financial advisor at Triad Wealth Partners, LLC with three years of industry experience. He holds a Series 65 designation and has worked at several firms including 28Ten Group, Gibbs Wealth Management, and Strategic Wealth Alliance Group. In addition to his advisory work, he is an insurance agent selling life and annuities. Triad Wealth Partners serves both individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform, offering discretionary portfolio management, third-party manager access, model portfolios, and financial planning services. The firm employs strategic asset allocation and combines proprietary and external investment models in managing client assets.
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