# Triangulum Wealth Management

> Triangulum Wealth Management is a state-registered investment advisory firm, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 15, 2026.

- CRD: 306929
- Filed as: TRIANGULUM WEALTH MANAGEMENT
- Legal name: Triangulum Wealth Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Washington
- Filing period: October 2026
- Form ADV filing dated: September 15, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/306929
- AdvisorCensus page: https://advisorcensus.com/firm/triangulum-wealth-management-306929

## Quick answers

**How is Triangulum Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Triangulum Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Triangulum Wealth Management registered with the SEC or a state?**
Triangulum Wealth Management is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 306929.

**How much does Triangulum Wealth Management manage?**
Triangulum Wealth Management reports $2,250,000 in regulatory assets under management in its Form ADV filing dated September 15, 2026 (100% discretionary).

**Does Triangulum 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/306929

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $2,250,000
- Discretionary: $2,250,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $100,000 |
| High net worth individuals | Fewer than 5 | $2,150,000 |
| 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 | 0 | $0 |
| 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 | Not reported | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2020 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- tinyurl.com/TriWM

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Triangulum Wealth Management (CRD 306929): Form ADV filing data as of October 2026.