TRIANGLE SECURITIES WEALTH MANAGEMENT, INC
Legal name: TRIANGLE WEALTH MANAGEMENT
CRD #148156 SEC #801-69531 RALEIGH, NC 919-838-3221
SEC Registered
Total AUM
$1.2B
Discretionary
$1.2B
Employees
15
Clients
0
Accounts
1,150
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $1.2B | $1.2B | $0 | 15 | 0 |
| Feb 2025 | $1.2B | $1.2B | $0 | 15 | 0 |
| Jan 2025 | $1.1B | $1.1B | $0 | 13 | 0 |
| Feb 2024 | $1.1B | $1.1B | $0 | 13 | 0 |
| Apr 2023 | $967.8M | $967.8M | $0 | 14 | 0 |
| Mar 2023 | $967.8M | $967.8M | $0 | 14 | 0 |
| Nov 2022 | $1.1B | $1.1B | $0 | 13 | 0 |
| Sep 2022 | $1.1B | $1.1B | $0 | 13 | 0 |
| Mar 2022 | $1.1B | $1.1B | $0 | 13 | 0 |
| Jul 2021 | $1B | $1B | $0 | 14 | 0 |
| Mar 2021 | $1B | $1B | $0 | 14 | 0 |
| Jan 2021 | $839M | $839M | $0 | 13 | 0 |
| Jun 2020 | $839M | $839M | $0 | 13 | 0 |
| Mar 2020 | $839M | $839M | $0 | 13 | 0 |
| Dec 2019 | $684.8M | $684.8M | $0 | 13 | 0 |
| Mar 2019 | $684.8M | $684.8M | $0 | 13 | 0 |
| Mar 2018 | $707.6M | $707.6M | $0 | 13 | 0 |
| Mar 2018 | $707.6M | $707.6M | $0 | 13 | 0 |
| Feb 2018 | $634.1M | $634.1M | $0 | 13 | 0 |
| Mar 2017 | $634.1M | $634.1M | $0 | 13 | 500 |
| Dec 2016 | $579.6M | $579.6M | $0 | 13 | 500 |
| Mar 2016 | $579.6M | $579.6M | $0 | 13 | 500 |
| Mar 2015 | $585.7M | $585.7M | $0 | 15 | 500 |
| Jun 2014 | $617.9M | $617.9M | $0 | 14 | 500 |
| Mar 2014 | $617.9M | $617.9M | $0 | 14 | 500 |
| Mar 2014 | $617.9M | $617.9M | $0 | 14 | 500 |
| Jul 2013 | $531.5M | $531.5M | $0 | 11 | 500 |
| Mar 2013 | $531.5M | $531.5M | $0 | 11 | 500 |
| Jan 2013 | $462.8M | $462.8M | $0 | 13 | 400 |
| Jul 2012 | $462.8M | $462.8M | $0 | 11 | 400 |
| Mar 2012 | $462.8M | $462.8M | $0 | 11 | 400 |
| May 2011 | $477.9M | $477.9M | $0 | -- | -- |
| Mar 2011 | $477.9M | $477.9M | $0 | -- | -- |
| Jan 2011 | $55.8M | $55.8M | $0 | -- | -- |
| Sep 2010 | $55.8M | $55.8M | $0 | -- | -- |
| Aug 2010 | $55.8M | $55.8M | $0 | -- | -- |
DateSep 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees15
Clients0
DateFeb 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees15
Clients0
DateJan 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees13
Clients0
DateFeb 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees13
Clients0
DateApr 2023
Total AUM$967.8M
Discretionary$967.8M
Non-Disc.$0
Employees14
Clients0
DateMar 2023
Total AUM$967.8M
Discretionary$967.8M
Non-Disc.$0
Employees14
Clients0
DateNov 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees13
Clients0
DateSep 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees13
Clients0
DateMar 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees13
Clients0
DateJul 2021
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees14
Clients0
DateMar 2021
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees14
Clients0
DateJan 2021
Total AUM$839M
Discretionary$839M
Non-Disc.$0
Employees13
Clients0
DateJun 2020
Total AUM$839M
Discretionary$839M
Non-Disc.$0
Employees13
Clients0
DateMar 2020
Total AUM$839M
Discretionary$839M
Non-Disc.$0
Employees13
Clients0
DateDec 2019
Total AUM$684.8M
Discretionary$684.8M
Non-Disc.$0
Employees13
Clients0
DateMar 2019
Total AUM$684.8M
Discretionary$684.8M
Non-Disc.$0
Employees13
Clients0
DateMar 2018
Total AUM$707.6M
Discretionary$707.6M
Non-Disc.$0
Employees13
Clients0
DateMar 2018
Total AUM$707.6M
Discretionary$707.6M
Non-Disc.$0
Employees13
Clients0
DateFeb 2018
Total AUM$634.1M
Discretionary$634.1M
Non-Disc.$0
Employees13
Clients0
DateMar 2017
Total AUM$634.1M
Discretionary$634.1M
Non-Disc.$0
Employees13
Clients500
DateDec 2016
Total AUM$579.6M
Discretionary$579.6M
Non-Disc.$0
Employees13
Clients500
DateMar 2016
Total AUM$579.6M
Discretionary$579.6M
Non-Disc.$0
Employees13
Clients500
DateMar 2015
Total AUM$585.7M
Discretionary$585.7M
Non-Disc.$0
Employees15
Clients500
DateJun 2014
Total AUM$617.9M
Discretionary$617.9M
Non-Disc.$0
Employees14
Clients500
DateMar 2014
Total AUM$617.9M
Discretionary$617.9M
Non-Disc.$0
Employees14
Clients500
DateMar 2014
Total AUM$617.9M
Discretionary$617.9M
Non-Disc.$0
Employees14
Clients500
DateJul 2013
Total AUM$531.5M
Discretionary$531.5M
Non-Disc.$0
Employees11
Clients500
DateMar 2013
Total AUM$531.5M
Discretionary$531.5M
Non-Disc.$0
Employees11
Clients500
DateJan 2013
Total AUM$462.8M
Discretionary$462.8M
Non-Disc.$0
Employees13
Clients400
DateJul 2012
Total AUM$462.8M
Discretionary$462.8M
Non-Disc.$0
Employees11
Clients400
DateMar 2012
Total AUM$462.8M
Discretionary$462.8M
Non-Disc.$0
Employees11
Clients400
DateMay 2011
Total AUM$477.9M
Discretionary$477.9M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$477.9M
Discretionary$477.9M
Non-Disc.$0
Employees--
Clients--
DateJan 2011
Total AUM$55.8M
Discretionary$55.8M
Non-Disc.$0
Employees--
Clients--
DateSep 2010
Total AUM$55.8M
Discretionary$55.8M
Non-Disc.$0
Employees--
Clients--
DateAug 2010
Total AUM$55.8M
Discretionary$55.8M
Non-Disc.$0
Employees--
Clients--