← Tributary

TRIANGLE WEALTH MANAGEMENT

RALEIGH, NC · CRD 148156 · IAPD ↗ · 919-838-3221

$1.29BRegulatory AUM
9Advisory reps
14Employees
0Clients
0Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
March 2026 — TRIANGLE WEALTH MANAGEMENT notice-filed in MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
72
March 2025 — TRIANGLE WEALTH MANAGEMENT grew from 9 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
March 2024 — TRIANGLE WEALTH MANAGEMENT crossed $1B in regulatory AUM ($967.8M -> $1.11B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.