# Triangle Wealth Management

Triangle Wealth Management is a Bank / Wealth / Trust based in Raleigh, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Raleigh, United States
- **Region:** North America
- **Address:** Raleigh, NC, United States
- **Founded:** 2008
- **Assets under management:** $1 Bn
- **Website:** www.trianglewealth.com
- **LinkedIn:** https://www.linkedin.com/company/triangle-securities-wealth-management

## Regulatory record

- **CRD number:** 148156
- **SEC file number:** 801-69531
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-26T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/148156

## About

Triangle Wealth Management was established in Raleigh in 2008, embedding itself within the capital formation ecosystem of the Research Triangle — a corridor defined by Duke, UNC-Chapel Hill, and a dense cluster of technology and life sciences exits. The firm operates as a registered investment advisor, serving individuals, high-net-worth households, trusts, and charitable organizations. Its founding aligned with the post-financial-crisis shift among affluent families toward fiduciary planning models over transactional brokerage relationships, a structural tailwind that persists in its market. The firm's strategy layers discretionary portfolio management atop comprehensive financial planning. Asset-class exposure spans public equities, fixed income, and liquid alternatives within individually managed accounts — a structure that allows for tax-loss harvesting and customized income planning. Triangle Wealth Management does not market private fund commitments or direct venture allocations as a core competency. Rather, it competes in the crowded but locally differentiated RIA channel where client relationships are built on personal referrals from estate attorneys, CPAs, and exiting business owners across the Triangle. Triangle Wealth Management maintains its sole office in Raleigh. Team size and total regulatory assets under management are not publicly disclosed, consistent with the profile of a privately held, mid-tier RIA operating below the SEC reporting thresholds that trigger Form ADV public disclosure for smaller advisors. The firm has not announced M&A activity, platform roll-ups, or inorganic growth events in recent years. Structurally, the firm differs from the national aggregator RIAs and bank trust departments that also serve Raleigh wealth. Its footprint is deliberately single-office, and its model ties investment management tightly to in-house financial planning — a bundling that creates client stickiness but limits scalability. This architecture mirrors the classic lifestyle RIA rather than a consolidator play, and it raises the long-term succession question common to firms of its vintage: whether the next generation of advisors can replicate the founding relationships that built the book.

## Questions

### Who is responsible for investment decisions at the firm?

The firm has not publicly named its investment committee or chief investment officer. This is typical for a mid-tier RIA where the founding principals retain portfolio management authority without publishing an org chart.

### How does the firm differentiate itself from national RIAs or bank trust departments in Raleigh?

The structural differentiator is integration: investment management and financial planning are delivered by the same firm rather than split across a portfolio manager and a separate planner or trust officer. This creates a bundled relationship that is common among lifestyle RIAs but contrasts with the unbundled or mass-affluent models of larger national competitors.

## Related profiles

- [Triad Wealth Partners](https://altss.com/profile/triad-wealth-partners)
- [Triangle Wire & Cable Pension Plan for Hourly Employees](https://altss.com/profile/triangle-wire-cable-pension-plan-for-hourly-employees)

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Last updated: 2026-07-08T22:33:46.249Z

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