Triangle Wealth Management
Raleigh, NC·SEC-registered · CRD #148156
Triangle Wealth Management is an SEC-registered investment advisory firm in Raleigh, NC managing $1.3B across 1.2k client accounts, with 9 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.3B
Client accounts
1.2k
Advisory staff
9
Fee model
Fee-only
How Triangle Wealth Management is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Triangle Wealth Management
How much does Triangle Wealth Management manage?
Per its most recent SEC Form ADV filing (02/26/2026), Triangle Wealth Management reports $1.3B in regulatory assets under management across roughly 1.2k client accounts.
How does Triangle Wealth Management charge?
Triangle Wealth Management is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Triangle Wealth Management a fiduciary?
Yes. Triangle Wealth Management is registered with the U.S. Securities and Exchange Commission (CRD #148156), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Triangle Wealth Management taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Triangle Wealth Management and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Triangle Wealth Management's public SEC Form ADV filing (CRD #148156, filed 02/26/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Triangle Wealth Management. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Triangle Wealth Management? Claim this profile.