TRIANGLE WEALTH MANAGEMENT

1301 Annapolis Drive
Raleigh, North Carolina 27608
Tel: 919-838-3221

About TRIANGLE WEALTH MANAGEMENT

TRIANGLE WEALTH MANAGEMENT, formally registered with the SEC as TRIANGLE WEALTH MANAGEMENT. The firm was established in 09/15/2008. They have over 1 offices throughout the country.

TRIANGLE WEALTH MANAGEMENT is a Raleigh, North Carolina based Financial Planning firm with nearly $1,202,394,950 assets under management, offering retirement planning & investment advisory services to 1150 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	148156
SEC#	801-69531
Assets Managed by Firm	$1,202,394,950
No. of Clients	1150
No. of Advisors	15

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1150	$1,202,394,950
Individuals (other than high net worth individuals)	246	$115,601,922
High net worth individuals	279	$1,064,228,122
Charitable organizations	6	$15,375,647
Corporations or other businesses	3	$7,189,259

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