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 an independent, SEC-registered advisory corporation that has been operating since 2008. The firm serves both individual and family clients as well as institutional clients, charging fees based on a percentage of assets under management. Its primary advisory services are discretionary portfolio management for individuals, small businesses and institutions, supplemented by educational seminars and workshops. Triangle is not positioned as an ESG-focused allocator, does not act as a capital allocator, and is not registered as a multi-state or pension consultant adviser.
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 1
Deborah Kaufman
Managing Director, Chief Financial OfficerCRD 5577161
Contacts
3 of 13
Scott Loyek
Managing DirectorCRD 5254564
Michelle Petruolo
Senior Relationship ManagerCRD 4191301
Paul Reynolds
President and FounderCRD 724280
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 139Active vs passive
$532M in ETFs
70%
$374M
28%
$158M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN ACTIVE VALUE ETF (JAVA) | JP Morgan | Active | Large Value | $20.1M | 253,006 | 3.78% |
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
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