# Triangle Wealth Management

> 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.

- CRD: 148156
- Filed as: TRIANGLE WEALTH MANAGEMENT
- Legal name: Triangle Securities Wealth Management, Inc
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Raleigh, NC
- Filing period: October 2026
- Form ADV filing dated: February 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/148156
- AdvisorCensus page: https://advisorcensus.com/firm/triangle-wealth-management-raleigh-nc-148156

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated February 26, 2026)

- Account minimum: $100,000 (the brochure says it may be waived or negotiated)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,290,721,266
- Discretionary: $1,290,721,266
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 227 | $105,733,131 |
| High net worth individuals | 289 | $1,160,415,848 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 6 | $17,509,603 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 3 | $7,062,684 |
| Other | 0 | $0 |

### 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

### Firm details
- Registered since: 2008 (18 years)
- Employees: 14 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, GA, MI, NC, NH, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- trianglewealth.com
- LinkedIn @triangle-securities-wealth-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,002,262,799 | 14 | July 6, 2021 |
| October 2022 | $1,096,640,298 | 13 | September 2, 2022 |
| October 2023 | $967,800,990 | 14 | April 5, 2023 |
| October 2024 | $1,109,793,157 | 13 | February 16, 2024 |
| October 2025 | $1,202,394,950 | 15 | February 20, 2025 |
| October 2026 | $1,290,721,266 | 14 | February 26, 2026 |

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.

## 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Triangle Wealth Management (CRD 148156): Form ADV filing data as of October 2026.