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

Clients

Accounts

1,150

Firm Details

Organization Type: Corporation
State of Formation: North Carolina
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Sep 30, 2025
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
HAKEREM, MICHAEL, DAVID	I	MANAGING DIRECTOR	NA	Control
HAKEREM, MICHAEL, DAVID	I	MANAGING DIRECTOR	NA	Control
HAKEREM, MICHAEL, DAVID	I	MANAGING DIRECTOR	NA	Control
HAKEREM, MICHAEL, DAVID	I	MANAGING DIRECTOR	NA	Control
HAKEREM, MICHAEL, DAVID	I	MANAGING DIRECTOR	NA	Control
HAKEREM, MICHAEL, DAVID	I	MANAGING DIRECTOR	NA	Control
HAKEREM, MICHAEL, DAVID	I	MANAGING DIRECTOR	NA	Control
HAKEREM, MICHAEL, DAVID	I	MANAGING DIRECTOR	NA	Control
HAKEREM, MICHAEL, DAVID	I	MANAGING DIRECTOR	NA	Control
HAKEREM, MICHAEL, DAVID	I	MANAGING DIRECTOR	NA	Control
HAKEREM, MICHAEL, DAVID	I	MANAGING DIRECTOR	NA	Control
HAKEREM, MICHAEL, DAVID	I	MANAGING DIRECTOR	NA	Control
PARKER, JOSEPH, LEE	I	SR. RELATIONSHIP MANAGER	NA
PARKER, JOSEPH, LEE	I	SR. RELATIONSHIP MANAGER	NA
PARKER, JOSEPH, LEE	I	SR. RELATIONSHIP MANAGER	NA
PARKER, JOSEPH, LEE	I	SR. RELATIONSHIP MANAGER	NA
SHERBURNE, JESSICA, ROSENFELD	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHERBURNE, JESSICA, ROSENFELD	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHERBURNE, JESSICA, ROSENFELD	I	CHIEF COMPLIANCE OFFICER	NA	Control
THOMAS, CATHY, LYNN	I	MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER	NA	Control
THOMAS, CATHY, LYNN	I	MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER	NA	Control
THOMAS, CATHY, LYNN	I	MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER	NA	Control
THOMAS, CATHY, LYNN	I	MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER	NA	Control
THOMAS, CATHY, LYNN	I	MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER	NA	Control
THOMAS, CATHY, LYNN	I	MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER	NA	Control
THOMAS, CATHY, LYNN	I	MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER	NA	Control
THOMAS, CATHY, LYNN	I	MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER	NA	Control
THOMAS, CATHY, LYNN	I	MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER	NA	Control
THOMAS, CATHY, LYNN	I	MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER	NA	Control
THOMAS, CATHY, LYNN	I	MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER	NA	Control
THOMAS, CATHY, LYNN	I	MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER	NA	Control
THOMAS, CATHY, LYNN	I	MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER	NA	Control
THOMAS, CATHY, LYNN	I	MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER	NA	Control
THOMAS, CATHY, LYNN	I	MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER	NA	Control
THOMAS, CATHY, LYNN	I	MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER	NA	Control
THOMAS, CATHY, LYNN	I	MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER	NA	Control
REYNOLDS, PAUL, DELEON	I	CEO, MANAGING MEMBER	E	Control
REYNOLDS, PAUL, DELEON	I	CEO, MANAGING MEMBER	E	Control
REYNOLDS, PAUL, DELEON	I	CEO, MANAGING MEMBER	E	Control
REYNOLDS, PAUL, DELEON	I	CEO, MANAGING MEMBER	E	Control
REYNOLDS, PAUL, DELEON	I	CEO, MANAGING MEMBER	E	Control
REYNOLDS, PAUL, DELEON	I	CEO, MANAGING MEMBER	E	Control
REYNOLDS, PAUL, DELEON	I	CEO, MANAGING MEMBER	E	Control
REYNOLDS, PAUL, DELEON	I	CEO, MANAGING MEMBER	E	Control
REYNOLDS, PAUL, DELEON	I	CEO, MANAGING MEMBER	E	Control
REYNOLDS, PAUL, DELEON	I	CEO, MANAGING MEMBER	E	Control
REYNOLDS, PAUL, DELEON	I	CEO, MANAGING MEMBER	E	Control
REYNOLDS, PAUL, DELEON	I	CEO, MANAGING MEMBER	E	Control
REYNOLDS, PAUL, DELEON	I	CEO, MANAGING MEMBER	E	Control
REYNOLDS, PAUL, DELEON	I	CEO, MANAGING MEMBER	E	Control
REYNOLDS, PAUL, DELEON	I	CEO, MANAGING MEMBER	E	Control
REYNOLDS, PAUL, DELEON	I	CEO, MANAGING MEMBER	E	Control
REYNOLDS, PAUL, DELEON	I	CEO, MANAGING MEMBER	E	Control
REYNOLDS, PAUL, DELEON	I	CEO, MANAGING MEMBER	D	Control
REYNOLDS, PAUL, DELEON	I	CEO, MANAGING MEMBER	D	Control
REYNOLDS, PAUL, DELEON	I	CEO, MANAGING MEMBER	D	Control
REYNOLDS, PAUL, DELEON	I	CEO, MANAGING MEMBER	D	Control
REYNOLDS, PAUL, DELEON	I	CEO, MANAGING MEMBER	D	Control
REYNOLDS, PAUL, DELEON	I	CEO, MANAGING MEMBER	D	Control
REYNOLDS, PAUL, DELEON	I	CEO, MANAGING MEMBER	D	Control
REYNOLDS, PAUL, DELEON	I	CEO, MANAGING MEMBER	D	Control
REYNOLDS, PAUL, DELEON	I	CEO, MANAGING MEMBER	D	Control
REYNOLDS, PAUL, DELEON	I	CEO, MANAGING MEMBER	D	Control
REYNOLDS, PAUL, DELEON	I	CEO, MANAGING MEMBER	D	Control
REYNOLDS, PAUL, DELEON	I	CEO, MANAGING MEMBER	D	Control
REYNOLDS, PAUL, DELEON	I	CEO, MANAGING MEMBER	D	Control
REYNOLDS, PAUL, DELEON	I	CEO, MANAGING MEMBER	D	Control
REYNOLDS, PAUL, DELEON	I	CEO, MANAGING MEMBER	D	Control
REYNOLDS, PAUL, DELEON	I	CEO, MANAGING MEMBER	D	Control
REYNOLDS, PAUL, DELEON	I	CEO, MANAGING MEMBER	D	Control
REYNOLDS, PAUL, DELEON	I	CEO, MANAGING MEMBER	D	Control
REYNOLDS, PAUL, DELEON	I	CEO, MANAGING MEMBER	D	Control
REYNOLDS, PAUL, DELEON	I	CEO, MANAGING MEMBER	D	Control
HUTCHENS, MARY-MARGARET, REYNOLDS	I	SENIOR CLIENT RELATIONSHIP SPECIALIST	B
HUTCHENS, MARY-MARGARET, REYNOLDS	I	SENIOR CLIENT RELATIONSHIP SPECIALIST	B
HUTCHENS, MARY-MARGARET, REYNOLDS	I	SENIOR CLIENT RELATIONSHIP SPECIALIST	B
HUTCHENS, MARY-MARGARET, REYNOLDS	I	SENIOR CLIENT RELATIONSHIP SPECIALIST	B
REYNOLDS IV, PAUL, DELEON	I	RELATIONSHIP MANAGER	B
REYNOLDS IV, PAUL, DELEON	I	RELATIONSHIP MANAGER	B
REYNOLDS IV, PAUL, DELEON	I	RELATIONSHIP MANAGER	B
REYNOLDS IV, PAUL, DELEON	I	RELATIONSHIP MANAGER	B
REYNOLDS IV, PAUL, DELEON	I	RELATIONSHIP MANAGER	B
REYNOLDS IV, PAUL, DELEON	I	RELATIONSHIP MANAGER	B
REYNOLDS IV, PAUL, DELEON	I	RELATIONSHIP MANAGER	B
REYNOLDS IV, PAUL, DELEON	I	RELATIONSHIP MANAGER	B
REYNOLDS IV, PAUL, DELEON	I	RELATIONSHIP MANAGER	B
Reynolds, Mary Margaret, Miller	I	SENIOR CLIENT RELATIONSHIP SPECIALIST	B
Reynolds, Mary Margaret, Miller	I	SENIOR CLIENT RELATIONSHIP SPECIALIST	B
Reynolds, Mary Margaret, Miller	I	SENIOR CLIENT RELATIONSHIP SPECIALIST	B
Reynolds, Mary Margaret, Miller	I	SENIOR CLIENT RELATIONSHIP SPECIALIST	B
Reynolds, Mary Margaret, Miller	I	SENIOR CLIENT RELATIONSHIP SPECIALIST	B
BURKETT, KATHLEEN, WISE	I	MANAGING DIRECTOR	A
BURKETT, KATHLEEN, WISE	I	MANAGING DIRECTOR	A
BURKETT, KATHLEEN, WISE	I	MANAGING DIRECTOR	A
BURKETT, KATHLEEN, WISE	I	MANAGING DIRECTOR	A
BURKETT, KATHLEEN, WISE	I	MANAGING DIRECTOR	A
BURKETT, KATHLEEN, WISE	I	MANAGING DIRECTOR	A
BURKETT, KATHLEEN, WISE	I	MANAGING DIRECTOR	A
BURKETT, KATHLEEN, WISE	I	MANAGING DIRECTOR	A
BURKETT, KATHLEEN, WISE	I	MANAGING DIRECTOR	A
BURKETT, KATHLEEN, WISE	I	MANAGING DIRECTOR	A
BURKETT, KATHLEEN, WISE	I	MANAGING DIRECTOR	A
BURKETT, KATHLEEN, WISE	I	MANAGING DIRECTOR	A
BURKETT, KATHLEEN, WISE	I	MANAGING DIRECTOR	A
BURKETT, KATHLEEN, WISE	I	MANAGING DIRECTOR	A
BURKETT, KATHLEEN, WISE	I	MANAGING DIRECTOR	A
BURKETT, KATHLEEN, WISE	I	MANAGING DIRECTOR	A
BURKETT, KATHLEEN, WISE	I	MANAGING DIRECTOR	A
BURKETT, KATHLEEN, WISE	I	MANAGING DIRECTOR	A
BURKETT, KATHLEEN, WISE	I	MANAGING DIRECTOR	A
BURKETT, KATHLEEN, WISE	I	MANAGING DIRECTOR	A
KAUFMAN, DEBORAH, LYNN	I	MANAGING DIRECTOR	A
KAUFMAN, DEBORAH, LYNN	I	MANAGING DIRECTOR	A
KAUFMAN, DEBORAH, LYNN	I	MANAGING DIRECTOR	A
KAUFMAN, DEBORAH, LYNN	I	MANAGING DIRECTOR	A
KAUFMAN, DEBORAH, LYNN	I	MANAGING DIRECTOR	A
KAUFMAN, DEBORAH, LYNN	I	MANAGING DIRECTOR	A
KAUFMAN, DEBORAH, LYNN	I	MANAGING DIRECTOR	A
KAUFMAN, DEBORAH, LYNN	I	MANAGING DIRECTOR	A
KAUFMAN, DEBORAH, LYNN	I	MANAGING DIRECTOR	A
KAUFMAN, DEBORAH, LYNN	I	MANAGING DIRECTOR	A
KAUFMAN, DEBORAH, LYNN	I	MANAGING DIRECTOR	A
KAUFMAN, DEBORAH, LYNN	I	MANAGING DIRECTOR	A
KAUFMAN, DEBORAH, LYNN	I	MANAGING DIRECTOR	A
KAUFMAN, DEBORAH, LYNN	I	MANAGING DIRECTOR	A
KAUFMAN, DEBORAH, LYNN	I	MANAGING DIRECTOR	A
KAUFMAN, DEBORAH, LYNN	I	MANAGING DIRECTOR	A
KAUFMAN, DEBORAH, LYNN	I	MANAGING DIRECTOR	A
KAUFMAN, DEBORAH, LYNN	I	MANAGING DIRECTOR	A
KAUFMAN, DEBORAH, LYNN	I	MANAGING DIRECTOR	A
KAUFMAN, DEBORAH, LYNN	I	MANAGING DIRECTOR	A
LOYEK, SCOTT, WILLIAM	I	MANAGING DIRECTOR	A
LOYEK, SCOTT, WILLIAM	I	MANAGING DIRECTOR	A
LOYEK, SCOTT, WILLIAM	I	MANAGING DIRECTOR	A
LOYEK, SCOTT, WILLIAM	I	MANAGING DIRECTOR	A
LOYEK, SCOTT, WILLIAM	I	MANAGING DIRECTOR	A
LOYEK, SCOTT, WILLIAM	I	MANAGING DIRECTOR	A
LOYEK, SCOTT, WILLIAM	I	MANAGING DIRECTOR	A
LOYEK, SCOTT, WILLIAM	I	MANAGING DIRECTOR	A
LOYEK, SCOTT, WILLIAM	I	MANAGING DIRECTOR	A
LOYEK, SCOTT, WILLIAM	I	MANAGING DIRECTOR	A
LOYEK, SCOTT, WILLIAM	I	MANAGING DIRECTOR	A
LOYEK, SCOTT, WILLIAM	I	MANAGING DIRECTOR	A
LOYEK, SCOTT, WILLIAM	I	MANAGING DIRECTOR	A
LOYEK, SCOTT, WILLIAM	I	MANAGING DIRECTOR	A
LOYEK, SCOTT, WILLIAM	I	MANAGING DIRECTOR	A
LOYEK, SCOTT, WILLIAM	I	MANAGING DIRECTOR	A
LOYEK, SCOTT, WILLIAM	I	MANAGING DIRECTOR	A
LOYEK, SCOTT, WILLIAM	I	MANAGING DIRECTOR	A
LOYEK, SCOTT, WILLIAM	I	MANAGING DIRECTOR	A
LOYEK, SCOTT, WILLIAM	I	MANAGING DIRECTOR	A
THOMAS, CATHY, LYNN	I	MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER	A	Control
THOMAS, CATHY, LYNN	I	MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER	A	Control
THOMAS, CATHY, LYNN	I	MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER	A	Control
THOMAS, CATHY, LYNN	I	MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER	A	Control
THOMAS, CATHY, LYNN	I	MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER	A	Control
THOMAS, CATHY, LYNN	I	MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER	A	Control
THOMAS, CATHY, LYNN	I	MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER	A	Control
THOMAS, CATHY, LYNN	I	MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER	A	Control
THOMAS, CATHY, LYNN	I	MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER	A	Control
THOMAS, CATHY, LYNN	I	MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER	A	Control
THOMAS, CATHY, LYNN	I	MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER	A	Control
THOMAS, CATHY, LYNN	I	MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER	A	Control
THOMAS, CATHY, LYNN	I	MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER	A	Control
THOMAS, CATHY, LYNN	I	MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER	A	Control
THOMAS, CATHY, LYNN	I	MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER	A	Control
THOMAS, CATHY, LYNN	I	MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER	A	Control
THOMAS, CATHY, LYNN	I	MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER	A	Control
THOMAS, CATHY, LYNN	I	MANAGING DIRECTOR	A	Control
THOMAS, CATHY, LYNN	I	MANAGING DIRECTOR	A	Control
THOMAS, CATHY, LYNN	I	MANAGING DIRECTOR	A	Control

Registrations

Federal

Sep 30, 2025 REGISTERED

Notice Filings (10)

CA FL GA IL NC NH PA SC TX VA

Address

1301 ANNAPOLIS DRIVE
RALEIGH, NC 27608
United States

Phone: 919-838-3221