SEC Form ADV · CIK 1541353

TRIANGLE WEALTH MANAGEMENT

Registered Investment AdviserNC
$1.3B
Assets Under Management
1,170
Total Clients
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Registration Details

CIK
1541353
Accession
CRD-148156
Location
RALEIGH, NC
Filing Date
February 26, 2026
AUM
$1.3B
Total Clients
1,170
Amendment
No

About this Adviser

TRIANGLE WEALTH MANAGEMENT is a registered investment adviser headquartered in RALEIGH, NC, managing approximately $1.3B in assets across 1,170 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.