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TRIANGLE WEALTH MANAGEMENT
Legal name: TRIANGLE SECURITIES WEALTH MANAGEMENT, INC
CRD 148156File 801-69531
APPROVED
Retail clients
Custody
Filing as of Feb 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.29B
Above cohort median (national)
Discretionary AUM
$1.29B
Clients
525
1,170 accounts
Employees
14
Top 25% of cohort in NC
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Sep 15, 2008
- Principal office
- 1301 ANNAPOLIS DRIVE, RALEIGH, NC, 27608
- Phone
- 919-838-3221
- Website
- https://trianglewealth.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.29B
- Discretionary AUM
- $1.29B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,170
- Non-discretionary accounts
- 0
- Total accounts
- 1,170
- AUM per client
- $2.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $7.1M |
| Charitable organizations | 6 | $17.5M |
| High net worth individuals | 289 | $1.16B |
| Individuals (other than high net worth individuals) | 227 | $105.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 15 | 14 | decreased by1 |
| Mar 1, 2026 | Clients | 534 | 525 | decreased by9 |
| Mar 1, 2026 | AUM | $1,202,394,950 | $1,290,721,266 | increased by$88,326,316 |
| Mar 1, 2026 | Accounts | 1,150 | 1,170 | increased by20 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 13 | 15 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 498 | 534 | increased by36 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,096,640,298 | $1,202,394,950 | increased by$105,754,652 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 995 | 1,150 | increased by155 |
| Apr 1, 2022 | Employees | 14 | 13 | decreased by1 |
| Apr 1, 2022 | Clients | 491 | 498 | increased by7 |
| Apr 1, 2022 | AUM | $1,002,262,799 | $1,096,640,298 | increased by$94,377,499 |
| Apr 1, 2022 | Accounts | 968 | 995 | increased by27 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “TRIANGLE WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TRIANGLE WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.