Triangulum Wealth Management

Overview

Triangulum Wealth Management operates as a small, owner-run limited liability company focused on fee-based advisory and discretionary portfolio work. The firm’s stated activities center on financial planning and portfolio management for individuals, small businesses, and organizations, and it also publishes periodicals or newsletters as part of its client-facing content. Triangulum charges a mix of percentage-of-assets, hourly, and fixed fees, and the firm does not identify as an active ESG investor. Investment emphasis is weighted toward listed equities and exchange-traded instruments. Filings indicate an equity-first preference and the use of separately managed account structures, suggesting a tactical or portfolio sleeve approach rather than a wholesale reliance on model portfolios or pooled vehicles. The adviser operates on a discretionary basis across its reported assets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices