RIA Intel›Advisers›North Carolina›TRIANGLE SECURITIES WEALTH MANAGEMENT, INC

TRIANGLE SECURITIES WEALTH MANAGEMENT, INC

Advisory

N·RALEIGH, NC

Data as of Feb 26, 2026 · Source: SEC Form ADV

Total AUM
$1.3B
1-Year AUM Growth
+14.7%
3-Year CAGR
+3.6%
Employees
9
Assets Under Management
Total AUM$1.3B
Discretionary AUM$1.3B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients534
Team
Total Employees9
Investment Advisers14
Employee Growth (1Y)—
Filing History
Total Filings on Record39
First FilingAug 13, 2008
Latest FilingFeb 26, 2026
🔒 Full AUM trend chart and 39 historical filings spanning 18+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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