TRIANGLE WEALTH MANAGEMENT
Firm details
- Headquarters
- RALEIGH, North Carolina
- CRD number
- 148156
- Registered since
- September 15, 2008
- Website
- www.trianglewealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI89.9%
- Individuals8.19%
- Charitable Organizations1.36%
- Corporations / Businesses0.55%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Triangle Wealth Management is a privately held corporation that has been SEC-registered since 2008. The firm serves both individual and family clients as well as institutional accounts, charging advisory fees calculated as a percentage of assets under management. Its advisory offering centers on discretionary portfolio management for individuals, small businesses, and institutional clients, and the firm also conducts educational seminars and workshops. Triangle does not identify as an active ESG investor and is not registered as a multi-state adviser in the snapshot data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds62%
- Exchange Traded Equities23%
- State & Local Bonds6%
- Cash & Cash Equivalents5%
- US Government Bonds2%
Owners & executives
1 of 1DEBORAH KAUFMAN
Managing Director, Chief Financial OfficerCRD 5577161
Contacts
3 of 12JOSEPH PARKER
Senior Relationship ManagerCRD 1479483
KATHLEEN BURKETT
Managing DirectorCRD 1712792
PAUL REYNOLDS
President and FounderCRD 724280
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 70Active vs passive
$242M in ETFs
72%
$173M
26%
$68.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN ACTIVE VALUE ETF (JAVA) | JP Morgan | Active | Large Value | $17.8M | 248,192 | 7.37% |
Location
RALEIGH, NC
WAKE
Location
RALEIGH, NC
Headquartered in RALEIGH, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.
- Metro area
- Raleigh-Durham-Cary, NC
- Region
- South
- County
- WAKE
- Address
- 1301 Annapolis Dr
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
FOUNDERS FINANCIAL ALLIANCE, LLC
RIARALEIGH, NC
FINANCIAL SYMMETRY INC.
RIARALEIGH, NC
CARDINAL CAPITAL MANAGEMENT INC
RIARALEIGH, NC
CAPITAL INVESTMENT COUNSEL INC
RIARALEIGH, NC
HALIFAX INVESTMENT MANAGEMENT, L.L.C.
RIARALEIGH, NC
TIVERTON ADVISORS, LLC
RIARALEIGH, NC