Triangle Wealth Management

Triangle Wealth Management (CRD# 148156) is a financial advisory firm headquartered in Raleigh, NC. They manage $1,109,793,157 in 1,085 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
1301 Annapolis Drive, Raleigh, NC 27608
https://www.linkedin.com/company/triangle-securities-wealth-management
By the Numbers
  • Total Assets Under Management
    1,110
    MILLION
  • Total Number of Accounts
    1,085
    ACCOUNTS
  • Average Account Value
    $1,022,851
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, GA, NC, NH, SC, TX, VA

Financial Advisors at Triangle Wealth Management
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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