TRIANGLE SECURITIES WEALTH MANAGEMENT, INC
Doing business as TRIANGLE WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$1,290,721,266
Discretionary
$1,290,721,266
Non-discretionary
$0
Firm details
- CRD number
- 148156
- SEC file number
- 801-69531
- Main office
- RALEIGH, NC, United States
- Employees
- 14
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of October 2026.