SEC Form ADV · CIK 1541353

TRIANGLE WEALTH MANAGEMENT

Registered Investment AdviserNC
$1.3B
Assets Under Management
14
Employees
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Registration Details

CIK
1541353
Accession
crd-148156
Location
RALEIGH, NC
Filing Date
February 26, 2026
AUM
$1.3B
Institutional Clients
6
Employees
14
Amendment
No

Client Types

IndividualsHNW IndividualsCharitable OrganizationsCorporations

About this Adviser

TRIANGLE WEALTH MANAGEMENT is a registered investment adviser headquartered in RALEIGH, NC, managing approximately $1.3B in assets. This data is sourced from the SEC's EDGAR database via Form ADV.