Shawn Michael Leayman
Investment adviser representative at Triad Wealth Partners, LLC
11 yearsExperience
3 statesRegistered in
$1.5BFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Triad Wealth Partners, LLCDec 2025 to now
- Strategic Wealth AllianceJan 2017 to now
- Gf Investment Services, LLCMar 2017 to Aug 2017
- Packerland Brokerage ServicesJul 2015 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 3 states (FL, NJ, PA).
Triad Wealth Partners, LLC
$1.5BAssets managed
3,896Clients
42Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5567528
- Firm CRD
- 326523