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 investment adviser (registration year 2008) that manages portfolios for both individuals/families and institutional clients. The firm charges fees as a percentage of assets under management and focuses on discretionary portfolio management for individuals, small businesses, and institutions, alongside offering educational seminars and workshops. Public funds and mutual funds make up a large part of their approach; they are not identified as an active ESG investor.
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 68Active vs passive
$295M in ETFs
65%
$191M
34%
$104M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P MID-CAP ETF (IJH) | BlackRock | Passive | Mid Cap Blend | $22.6M | 303,531 | 7.66% |
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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