AdvisorCensus / Financial advisors / North Carolina / Raleigh / Triangle Wealth Management
Triangle Wealth Management
Filed as TRIANGLE WEALTH MANAGEMENT · Legal name Triangle Securities Wealth Management, Inc
Triangle Wealth Management is an SEC-registered investment advisory firm in Raleigh, NC, registered since 2008, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated February 26, 2026.
Quick answers
From the filingHow is Triangle Wealth Management compensated?
On its Form ADV (Item 5.E, October 2026), Triangle Wealth Management reports these compensation arrangements: a percentage of assets under its management.
Where is Triangle Wealth Management located?
Triangle Wealth Management's principal office is in Raleigh, NC, according to its Form ADV.
Is Triangle Wealth Management registered with the SEC or a state?
Triangle Wealth Management is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 148156.
How much does Triangle Wealth Management manage?
Triangle Wealth Management reports $1,290,721,266 in regulatory assets under management in its Form ADV filing dated February 26, 2026 (100% discretionary).
How have Triangle Wealth Management's assets and staff changed since 2021?
In the Form ADV data for Triangle Wealth Management: Regulatory assets under management: $1,002,262,799 in the October 2021 data and $1,290,721,266 in the October 2026 data, up 29%. Total employees: 14 in October 2021 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Triangle Wealth Management serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (289); individuals (other than high net worth individuals) (227); charitable organizations (6).
Which custodians does Triangle Wealth Management use?
Triangle Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Triangle Wealth Management report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/148156
Does Triangle Wealth Management state an account minimum?
Its Form ADV Part 2A brochure dated February 26, 2026 says: "The minimum account size is generally $100,000. Triangle may waive the minimum account size by accepting the client's Account(s)."
What changed in Triangle Wealth Management's recent Form ADV filings?
In the March 2026 filing data: Employees performing advisory functions went from 11 to 9. Registered or notice-filed in MI. Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: $100,000 (the brochure says it may be waived or negotiated)
The brochure's wording
The minimum account size is generally $100,000. Triangle may waive the minimum account size by accepting the client's Account(s).
As stated in the firm's Form ADV Part 2A brochure dated February 26, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$1,290,721,266 as of October 2026, filing dated February 26, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Legal name
- Triangle Securities Wealth Management, Inc
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2008 (18 years)
- Employees
- Total: 14. Performing investment advisory functions: 9.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
9 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $1,290,721,266 | 14 | February 26, 2026 |
| October 2025 | $1,202,394,950 | 15 | February 20, 2025 |
| October 2024 | $1,109,793,157 | 13 | February 16, 2024 |
| October 2023 | $967,800,990 | 14 | April 5, 2023 |
| October 2022 | $1,096,640,298 | 13 | September 2, 2022 |
| October 2021 | $1,002,262,799 | 14 | July 6, 2021 |
Regulatory assets under management: $1,002,262,799 in the October 2021 data and $1,290,721,266 in the October 2026 data, up 29%.
Total employees: 14 in October 2021 and 14 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- March 2026
- Employees performing advisory functions went from 11 to 9.
- Registered or notice-filed in MI.
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Triangle Wealth Management (CRD 148156): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/triangle-wealth-management-raleigh-nc-148156