Triangle Securities Wealth Management provides portfolio management for individuals and small businesses, portfolio management for institutions, educational seminars, education planning, and financial planning.
Triangle Securities Wealth Management reports 525 clients. They include 289 high-net-worth individuals, 227 individual clients and 6 charitable organizations. Of its assets, 100.0% ($1.29B across 1,170 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 43% | 8% |
| High-net-worth individuals | 55% | 90% |
| Charitable organizations | 1% | 1% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 227 | $106M | 8.2% | $466K |
| High-net-worth individuals | 289 | $1.16B | 89.9% | $4.02M |
| Charitable organizations | 6 | $17.5M | 1.4% | $2.92M |
| Corporations and other businesses | Fewer than 5 | $7.06M | 0.5% | $2.35M |
| Total | 525 | $1.29B | 100% | — |
- Clients
- 227
- Regulatory AUM
- $106M
- AUM share
- 8.2%
- Avg. per client
- $466K
- Clients
- 289
- Regulatory AUM
- $1.16B
- AUM share
- 89.9%
- Avg. per client
- $4.02M
- Clients
- 6
- Regulatory AUM
- $17.5M
- AUM share
- 1.4%
- Avg. per client
- $2.92M
- Clients
- Fewer than 5
- Regulatory AUM
- $7.06M
- AUM share
- 0.5%
- Avg. per client
- $2.35M
Total
- Clients
- 525
- Regulatory AUM
- $1.29B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Triangle Securities Wealth Management charges 0.50%–1.00% a year for its Annualized Program Fee. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
| Asset band | Annual rate |
|---|---|
| $0–$2.5M | 1.00% |
| $2.5M–$5M | 0.75% |
| $5M and above | 0.50% |
Fee details and sources
Paul Reynolds owns 25% to 50% of Triangle Securities Wealth Management. The leadership team of Triangle Securities Wealth Management includes Chief Compliance Officer Jessica Sherburne. It has 14 employees, 9 of them in advisory roles.
Leadership
- Jessica SherburneChief Operations Officer, Chief Compliance Officer
- Kathleen BurkettManaging Director
- Deborah KaufmanManaging Director
- Scott LoyekManaging Director
- Lynn ReynoldsTrustee - Paul D. Reynolds III 2025 Irrevocable Trust Dated December 11, 2025
- Paul ReynoldsCEO, Managing Member
- Cathy ThomasMember
- Paul ReynoldsSenior Relationship Manager
- Mary-Margaret HutchensSenior Client Service Manager
Investment adviser representatives
10 representatives listed in the SEC register as of 9 October 2026.
- Kathleen Wise Burkett
- Darren Brian Ford
- Claire Edwards Jandrain
- Scott William Loyek
- Dorothy Jean Moravec
- Joseph Lee Parker
- Michelle L Petruolo
- Paul Deleon Reynolds III
- Paul Deleon Reynolds IV
- Jessica Rosenfeld Sherburne
Staff
- 14 employees
- 9 in advisory functions
- 9 state-registered reps
- Owns 25% to 50% of Triangle Securities Wealth Management, Inc
Paul Reynolds
Control person · since August 2008
- Owns 10% to 25% of Triangle Securities Wealth Management, Inc
Mary-Margaret Hutchens
since July 2021
- Owns 10% to 25% of Triangle Securities Wealth Management, Inc
Paul D. Reynolds III 2025 Irrevocable Trust Dated December 11, 2025
since December 2025
- Owns 10% to 25% of Triangle Securities Wealth Management, Inc
Paul D. Reynolds III 2025
since December 2025
- Owns 5% to 10% of Triangle Securities Wealth Management, Inc
Cathy Thomas
since August 2008
- Owns 5% to 10% of Triangle Securities Wealth Management, Inc
Kathleen Burkett
since January 2018
- Owns 5% to 10% of Triangle Securities Wealth Management, Inc
Scott Loyek
since January 2018
- Owns 5% to 10% of Triangle Securities Wealth Management, Inc
Deborah Kaufman
since January 2018
- Owns 5% to 10% of Triangle Securities Wealth Management, Inc
Jessica Sherburne
Control person · since February 2024
Triangle Securities Wealth Management’s regulatory assets grew from $1B (July 2021) to $1.29B (February 2026); clients rose from 491 to 525 and employees were 14 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $1.29B | 525 | 14 | 1 |
| February 2025 | $1.2B | 534 | 15 | 1 |
| February 2024 | $1.11B | 531 | 13 | 1 |
| April 2023 | $968M | 527 | 14 | 1 |
| March 2022 | $1.1B | 498 | 13 | 1 |
| July 2021 | $1B | 491 | 14 | 1 |
Besides its headquarters, Triangle Securities Wealth Management has 0 offices, with 1 listed address in North Carolina.
North Carolina · 1 listed address
- 1301 Annapolis Drive, RaleighHQ
Contact and registration details
- Legal name
- Triangle Securities Wealth Management, Inc
- Headquarters
- 1301 Annapolis Drive, Raleigh, NC 27608
- Website
- trianglewealth.com
- Phone
- 919-838-3221
- SEC file
- 801-69531
- Founded
- 2000
- Structure
- North Carolina corporation
- Fiscal year end
- December
Triangle Securities Wealth Management uses Charles Schwab ($1.29B) as custodian for its separately managed accounts. Triangle Securities Wealth Management has custody of $575M in client assets for 391 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $1.29B100%
At year end, Triangle Securities Wealth Management’s separately managed accounts were mostly in funds (62%) and stocks (23%). Its reported 13F holdings for the quarter ended 30 June 2026 total $504M across 213 positions; the largest are J P Morgan Exchange Traded F (4.0%), Schwab Strategic TR (3.9%) and Vanguard World FD (3.7%).
What the accounts hold
- Stocks23%
- Funds62%
- Bonds10%
- State and local bonds6%
- U.S. government and agency bonds2%
- Investment grade corporate bonds2%
- Cash5%
Reported 13F holdings
- $504M
- Reported 13F value
- 213
- Positions
- 27.7%
- In the 10 largest
- +14.3%
- Value vs. prior quarter
- J P Morgan Exchange Traded F · Active Value ETF4.0%
- Schwab Strategic TR · US Mid-cap ETF3.9%
- Vanguard World FD · Inf Tech ETF3.7%
- SPDR Series Trust · ST Str Sp600sm C2.7%
- Alphabet Inc. · Cap Stk CL C2.6%
- Advisors Inner Circle FD Iii · Strategas Macro2.4%
- iShares TR · Core S&P Mcp ETF2.3%
- iShares TR · Core S&P Scp ETF2.2%
- Blackstone Inc.2.0%
- iShares TR · Core Univrsl Usd1.9%
Together, the ten largest are 27.7% of reported value.
How many clients does Triangle Securities Wealth Management have?
Triangle Securities Wealth Management has 525 clients and manages $1.29 billion for them, as of February 2026. They include 289 high-net-worth individuals, 227 individual clients and 6 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 26 February 2026
What services does Triangle Securities Wealth Management offer?
Triangle Securities Wealth Management provides portfolio management for individuals and small businesses, portfolio management for institutions, educational seminars, education planning, and financial planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Triangle Securities Wealth Management charge?
Triangle Securities Wealth Management charges 0.50%–1.00% a year for its Annualized Program Fee. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
Source: PART 2A, filed 26 February 2026
Which custodians does Triangle Securities Wealth Management use?
Triangle Securities Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $1.29B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 February 2026
How many financial advisors does Triangle Securities Wealth Management have?
Triangle Securities Wealth Management has 9 investment adviser representatives registered with state securities authorities, out of 14 employees, and 9 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Triangle Securities Wealth Management invest in?
At the end of its last fiscal year, Triangle Securities Wealth Management’s separately managed accounts held 62% registered funds (mutual funds, ETFs, BDCs), 23% exchange-traded equities, 6% state and local bonds, 5% cash and equivalents, 2% U.S. government and agency bonds and 2% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Triangle Securities Wealth Management?
Triangle Securities Wealth Management’s direct owners are Paul Reynolds, Cathy Thomas, Kathleen Burkett, Scott Loyek, Deborah Kaufman, Mary-Margaret Hutchens, Jessica Sherburne, Paul D. Reynolds III 2025 Irrevocable Trust Dated December 11, 2025 and Paul D. Reynolds III 2025, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 26 February 2026
How does Triangle Securities Wealth Management get paid?
Triangle Securities Wealth Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Triangle Securities Wealth Management registered with the SEC?
Yes, Triangle Securities Wealth Management has been registered with the SEC as an investment adviser since 15 September 2008. Its CRD number is 148156 and its SEC file number is 801-69531.
Source: Form ADV Part 1A, Item 1, filed 26 February 2026; IAPD firm record
How do I contact Triangle Securities Wealth Management?
Triangle Securities Wealth Management’s main office is at 1301 Annapolis Drive, Raleigh, NC 27608. Its phone number is 919-838-3221. Its website is trianglewealth.com.