TRIANGLE WEALTH MANAGEMENT
TRIANGLE SECURITIES WEALTH MANAGEMENT, INC Legal Name
Adviser information for TRIANGLE WEALTH MANAGEMENT last updated from Form ADV on February 16th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | North Carolina, United States |
Employees
| Total Number of Employees | 13 |
|---|---|
| Investment Advisory/Research | 9 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 10 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,085 | $1.1B |
| Non-Discretionary | 0 | $0 |
| Total | 1,085 | $1.1B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 260 | $124.7M |
| HNW Individuals | 262 | $969.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 6 | $12.4M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $3.0M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsEducational seminars/workshops |
|---|---|
| Compensation | % of AUM |
Principal Office
1301 ANNAPOLIS DRIVERALEIGH
NC
United States
Monday - Friday, 8:30AM TO 5:00PM
Tel: 919-838-3221, Fax: 919-838-9081
Chief Compliance Officer
JESSICA SHERBURNE
RELATIONSHIP MANAGER
1301 ANNAPOLIS DRIVE
RALEIGH
NC
United States
Tel:
919-838-3242
Fax:
919-838-9081
J*********@*****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| LOYEK, SCOTT, WILLIAM | Individual | – | MANAGING DIRECTOR | 01/2018 | 5-10% |
| REYNOLDS, PAUL, DELEON | Individual | – | CEO, MANAGING MEMBER | 08/2008 | 50-75% |
| THOMAS, CATHY, LYNN | Individual | – | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | 08/2008 | 5-10% |
| BURKETT, KATHLEEN, WISE | Individual | – | MANAGING DIRECTOR | 01/2018 | 5-10% |
| KAUFMAN, DEBORAH, LYNN | Individual | – | MANAGING DIRECTOR | 01/2018 | 5-10% |
| REYNOLDS IV, PAUL, DELEON | Individual | – | RELATIONSHIP MANAGER | 07/2021 | 10-25% |
| HUTCHENS, MARY-MARGARET, REYNOLDS | Individual | – | SENIOR CLIENT RELATIONSHIP SPECIALIST | 07/2021 | 10-25% |
| PARKER, JOSEPH, LEE | Individual | – | SR. RELATIONSHIP MANAGER | 01/2018 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 10th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| SELECT SECTOR SPDR TR | RL EST SEL SEC | 576K | 15K | – |
| MCDONALDS CORP | COM | 1M | 4K | – |
| RIO TINTO PLC | SPONSORED ADR | 685K | 10K | – |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 932K | 14K | – |
| 3M CO | COM | 455K | 4K | – |
| GOLDMAN SACHS GROUP INC | COM | 4M | 8K | – |
| WEC ENERGY GROUP INC | COM | 596K | 8K | – |
| MONDELEZ INTL INC | CL A | 485K | 7K | – |
| STARBUCKS CORP | COM | 411K | 5K | – |
| ISHARES TR | MSCI EMG MKT ETF | 326K | 8K | – |
| BRISTOL-MYERS SQUIBB CO | COM | 1M | 29K | – |
| INVESCO EXCHANGE TRADED FD T | FINL PFD ETF | 215K | 15K | – |
| MICROSOFT CORP | COM | 13M | 28K | – |
| CLOROX CO DEL | COM | 274K | 2K | – |
| LIVE NATION ENTERTAINMENT IN | COM | 1M | 14K | – |
| ELECTRONIC ARTS INC | COM | 1M | 9K | – |
| ALPHABET INC | CAP STK CL C | 9M | 49K | – |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 1M | 5K | – |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 3M | 28K | – |
| AUTODESK INC | COM | 1M | 5K | – |
| VANGUARD INDEX FDS | TOTAL STK MKT | 417K | 2K | – |
| BROADCOM INC | COM | 3M | 2K | – |
| KKR & CO INC | COM | 7M | 70K | – |
| HOME DEPOT INC | COM | 352K | 1K | – |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 4M | 94K | – |
| CAPITAL GROUP INTL FOCUS EQT | SHS CREATION UNI | 441K | 17K | – |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 3M | 8K | – |
| WISDOMTREE TR | US QTLY DIV GRT | 383K | 5K | – |
| CONSTELLATION BRANDS INC | CL A | 2M | 8K | – |
| KIMBERLY-CLARK CORP | COM | 989K | 7K | – |
| WALMART INC | COM | 922K | 14K | – |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 1M | 12K | – |
| LABCORP HOLDINGS INC | COM SHS | 829K | 4K | – |
| TJX COS INC NEW | COM | 995K | 9K | – |
| ISHARES TR | ISHARES BIOTECH | 432K | 3K | – |
| ALTRIA GROUP INC | COM | 274K | 6K | – |
| ISHARES TR | CORE TOTAL USD | 8M | 182K | – |
| MERCK & CO INC | COM | 2M | 16K | – |
| CHEVRON CORP NEW | COM | 3M | 17K | – |
| US BANCORP DEL | COM NEW | 839K | 21K | – |
| VANGUARD WORLD FD | CONSUM DIS ETF | 4M | 14K | – |
| TYLER TECHNOLOGIES INC | COM | 488K | 971 | – |
| BOOKING HOLDINGS INC | COM | 618K | 156 | – |
| EMERSON ELEC CO | COM | 2M | 21K | – |
| AMERICAN EXPRESS CO | COM | 628K | 3K | – |
| DOW INC | COM | 241K | 5K | – |
| ROCKWELL AUTOMATION INC | COM | 1M | 5K | – |
| AMAZON COM INC | COM | 3M | 18K | – |
| AMGEN INC | COM | 2M | 7K | – |
| REVVITY INC | COM | 299K | 3K | – |
| DOVER CORP | COM | 370K | 2K | – |
| LINDE PLC | SHS | 2M | 6K | – |
| CUMMINS INC | COM | 559K | 2K | – |
| COSTCO WHSL CORP NEW | COM | 534K | 628 | – |
| BOEING CO | COM | 418K | 2K | – |
| NVIDIA CORPORATION | COM | 2M | 19K | – |
| COLGATE PALMOLIVE CO | COM | 830K | 9K | – |
| INTERCONTINENTAL EXCHANGE IN | COM | 1M | 9K | – |
| ISHARES TR | S&P MC 400VL ETF | 404K | 4K | – |
| PALO ALTO NETWORKS INC | COM | 996K | 3K | – |
| VISA INC | COM CL A | 3M | 12K | – |
| CITIGROUP INC | COM NEW | 849K | 13K | – |
| BECTON DICKINSON & CO | COM | 2M | 8K | – |
| BALL CORP | COM | 241K | 4K | – |
| SALESFORCE INC | COM | 2M | 9K | – |
| PNC FINL SVCS GROUP INC | COM | 703K | 5K | – |
| MARRIOTT INTL INC NEW | CL A | 677K | 3K | – |
| SPDR SER TR | S&P DIVID ETF | 819K | 6K | – |
| ISHARES TR | SP SMCP600VL ETF | 2M | 22K | – |
| ISHARES TR | EXPANDED TECH | 649K | 7K | – |
| VERTEX PHARMACEUTICALS INC | COM | 858K | 2K | – |
| ROPER TECHNOLOGIES INC | COM | 1M | 2K | – |
| CONOCOPHILLIPS | COM | 1M | 13K | – |
| VANGUARD WORLD FD | INF TECH ETF | 13M | 22K | – |
| NORTHERN TR CORP | COM | 513K | 6K | – |
| DUPONT DE NEMOURS INC | COM | 2M | 19K | – |
| AMERICAN TOWER CORP NEW | COM | 1M | 6K | – |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 6M | 86K | – |
| OTIS WORLDWIDE CORP | COM | 1M | 15K | – |
| INTUITIVE SURGICAL INC | COM NEW | 458K | 1K | – |
| META PLATFORMS INC | CL A | 3M | 5K | – |
| ADVANCED MICRO DEVICES INC | COM | 286K | 2K | – |
| NEXTERA ENERGY INC | COM | 2M | 34K | – |
| J P MORGAN EXCHANGE TRADED F | ACTIVE VALUE ETF | 3M | 50K | – |
| VEEVA SYS INC | CL A COM | 1M | 6K | – |
| ADOBE INC | COM | 2M | 4K | – |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL TEC | 235K | 6K | – |
| GALLAGHER ARTHUR J & CO | COM | 862K | 3K | – |
| CARMAX INC | COM | 972K | 13K | – |
| ALPHABET INC | CAP STK CL A | 927K | 5K | – |
| LOCKHEED MARTIN CORP | COM | 624K | 1K | – |
| MANAGED PORTFOLIO SERIES | TORTOISE NRAM PI | 8M | 265K | – |
| QUALCOMM INC | COM | 788K | 4K | – |
| SPDR S&P 500 ETF TR | TR UNIT | 1M | 3K | – |
| SPDR SER TR | S&P INS ETF | 4M | 84K | – |
| VANGUARD WORLD FD | HEALTH CAR ETF | 507K | 2K | – |
| ROSS STORES INC | COM | 1M | 7K | – |
| TYSON FOODS INC | CL A | 354K | 6K | – |
| LOWES COS INC | COM | 5M | 25K | – |
| TRUIST FINL CORP | COM | 2M | 62K | – |
| ISHARES TR | U.S. MED DVC ETF | 866K | 15K | – |
| BLACKSTONE INC | COM | 6M | 52K | – |
| ENBRIDGE INC | COM | 2M | 55K | – |
| BAXTER INTL INC | COM | 935K | 28K | – |
| MOODYS CORP | COM | 991K | 2K | – |
| ELI LILLY & CO | COM | 4M | 4K | – |
| GENERAL DYNAMICS CORP | COM | 1M | 4K | – |
| SYSCO CORP | COM | 219K | 3K | – |
| INTEL CORP | COM | 310K | 10K | – |
| DOMINION ENERGY INC | COM | 478K | 10K | – |
| EXXON MOBIL CORP | COM | 6M | 50K | – |
| MORGAN STANLEY | COM NEW | 988K | 10K | – |
| CANADIAN PACIFIC KANSAS CITY | COM | 300K | 4K | – |
| WABTEC | COM | 2M | 15K | – |
| MEDTRONIC PLC | SHS | 390K | 5K | – |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 13M | 166K | – |
| HONEYWELL INTL INC | COM | 1M | 6K | – |
| STANLEY BLACK & DECKER INC | COM | 887K | 11K | – |
| SCHLUMBERGER LTD | COM STK | 929K | 20K | – |
| QUEST DIAGNOSTICS INC | COM | 415K | 3K | – |
| PHILIP MORRIS INTL INC | COM | 904K | 9K | – |
| DUKE ENERGY CORP NEW | COM NEW | 3M | 30K | – |
| NIKE INC | CL B | 834K | 11K | – |
| VERIZON COMMUNICATIONS INC | COM | 383K | 9K | – |
| VANGUARD INDEX FDS | LARGE CAP ETF | 252K | 1K | – |
| ROYAL BK CDA | COM | 298K | 3K | – |
| SABRE CORP | COM | 29K | 11K | – |
| SHERWIN WILLIAMS CO | COM | 1M | 3K | – |
| ISHARES TR | SELECT DIVID ETF | 463K | 4K | – |
| EQUIFAX INC | COM | 830K | 3K | – |
| ECOLAB INC | COM | 1M | 5K | – |
| CHUBB LIMITED | COM | 206K | 807 | – |
| CARLYLE GROUP INC | COM | 362K | 9K | – |
| RTX CORPORATION | COM | 3M | 25K | – |
| VANGUARD WORLD FD | COMM SRVC ETF | 696K | 5K | – |
| L3HARRIS TECHNOLOGIES INC | COM | 1M | 6K | – |
| ISHARES TR | CORE S&P SCP ETF | 6M | 58K | – |
| SERVICENOW INC | COM | 1M | 2K | – |
| UNITEDHEALTH GROUP INC | COM | 2M | 4K | – |
| YUM BRANDS INC | COM | 371K | 3K | – |
| ISHARES TR | S&P MC 400GR ETF | 2M | 27K | – |
| CARRIER GLOBAL CORPORATION | COM | 492K | 8K | – |
| COCA COLA CO | COM | 278K | 4K | – |
| VANGUARD INDEX FDS | GROWTH ETF | 2M | 5K | – |
| ADVISORS INNER CIRCLE FD III | STRATEGAS GBL PO | 2M | 83K | – |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 1M | 6K | – |
| TEXAS INSTRS INC | COM | 402K | 2K | – |
| ORACLE CORP | COM | 2M | 16K | – |
| US FOODS HLDG CORP | COM | 1M | 20K | – |
| PFIZER INC | COM | 399K | 14K | – |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 2M | 49K | – |
| MASTERCARD INCORPORATED | CL A | 660K | 1K | – |
| VANGUARD INDEX FDS | VALUE ETF | 633K | 4K | – |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 2M | 12K | – |
| DISNEY WALT CO | COM | 2M | 16K | – |
| CORTEVA INC | COM | 2M | 29K | – |
| MGM RESORTS INTERNATIONAL | COM | 1M | 24K | – |
| SPDR SER TR | S&P 600 SMCP VAL | 10M | 125K | – |
| GARMIN LTD | SHS | 2M | 15K | – |
| VANGUARD INDEX FDS | MID CAP ETF | 955K | 4K | – |
| GE AEROSPACE | COM NEW | 431K | 3K | – |
| LAM RESEARCH CORP | COM | 2M | 2K | – |
| FIRST CTZNS BANCSHARES INC N | CL A | 399K | 237 | – |
| BANK AMERICA CORP | COM | 3M | 78K | – |
| INVESCO EXCHANGE TRADED FD T | S&P 500 GARP ETF | 286K | 3K | – |
| JOHNSON & JOHNSON | COM | 3M | 21K | – |
| JPMORGAN CHASE & CO. | COM | 6M | 28K | – |
| PEPSICO INC | COM | 3M | 20K | – |
| PROCTER AND GAMBLE CO | COM | 3M | 16K | – |
| THERMO FISHER SCIENTIFIC INC | COM | 842K | 2K | – |
| ISHARES TR | RUS 1000 VAL ETF | 358K | 2K | – |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 2M | 34K | – |
| LAUDER ESTEE COS INC | CL A | 1M | 11K | – |
| NORFOLK SOUTHN CORP | COM | 243K | 1K | – |
| BIOGEN INC | COM | 556K | 2K | – |
| DEERE & CO | COM | 559K | 1K | – |
| COMCAST CORP NEW | CL A | 1M | 27K | – |
| CVS HEALTH CORP | COM | 1M | 24K | – |
| THE CIGNA GROUP | COM | 485K | 1K | – |
| BROOKFIELD CORP | CL A LTD VT SH | 2M | 36K | – |
| APPLIED MATLS INC | COM | 2M | 6K | – |
| JANUS DETROIT STR TR | HENDERSN CAP ETF | 927K | 16K | – |
| DIAMONDBACK ENERGY INC | COM | 746K | 4K | – |
| ADVISORS INNER CIRCLE FD III | STRATEGAS MACRO | 7M | 285K | – |
| DANAHER CORPORATION | COM | 600K | 2K | – |
| TARGET CORP | COM | 1M | 7K | – |
| BORGWARNER INC | COM | 807K | 25K | – |
| WELLS FARGO CO NEW | COM | 2M | 37K | – |
| UNION PAC CORP | COM | 555K | 2K | – |
| APPLE INC | COM | 7M | 33K | – |
| TRANE TECHNOLOGIES PLC | SHS | 294K | 895 | – |
| FEDEX CORP | COM | 248K | 826 | – |
| CATERPILLAR INC | COM | 2M | 7K | – |
| ISHARES TR | CORE S&P MCP ETF | 6M | 108K | – |
| INTERNATIONAL BUSINESS MACHS | COM | 306K | 2K | – |