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Elizabeth Page Sening

Investment adviser representative at Triad Wealth Partners, LLC
11 yearsExperience
1 stateRegistered 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.

  1. Triad Wealth Partners, LLCOct 2025 to now
  2. Prosperity Growth StrategiesSep 2019 to now
  3. HometakerDec 2015 to Sep 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (VA).

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
8176957
Firm CRD
326523
Advisor's SEC record (opens in a new tab)
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