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TRIANGLE WEALTH MANAGEMENT
TRIANGLE SECURITIES WEALTH MANAGEMENT, INC
CRD 148156 · SEC 801-69531
1301 ANNAPOLIS DRIVE, RALEIGH, NC, 27608, United States
Phone
919-838-3221
Fax
919-838-9081
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.29B
Discretionary AUM
$1.29B
Team
14 total employees; 9 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-02-26
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 227 | $105.7M |
| High net worth individuals | 289 | $1.16B |
| Charitable organizations | 6 | $17.5M |
| Corporations/business entities | 3 | $7.1M |
States served
CA, GA, MI, NC, SC, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD