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| Triangle Securities Wealth Management Inc
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|---|---|
| CRD # | 148156 |
| SEC # | 801-69531 |
| CIK # | 0001541353 |
| AUM | 1,290.7 M (2026-02-26) |
| Employees | 14 (64% Investors, 0% Brokers) |
| Phone | 919-838-3221 |
| Address | 1301 Annapolis Drive Raleigh, NC 27608 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 12.9 | ||
| Blackstone Group LP | 10.3 | ||
| Apple Inc | 8.7 | ||
| J P Morgan Chase & Co | 7.6 | ||
| Microsoft Corp | 7.6 | ||
| Brookfield Asset Management Inc | 6.7 | ||
| Goldman Sachs Group Inc | 6.6 | ||
| Caterpillar Inc | 6.6 | ||
| Broadcom Inc | 6.0 | ||
| KKR & Co LP | 5.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 227 | 105.7 |
| (b) Individuals (high net worth individuals) | 289 | 1,160.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 6 | 17.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 7.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,170 | 1,290.7 |
| By Discretionary | ||
| Discretionary | 1,170 | 1,290.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,170 | 1,290.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,290.7 | |
| Total | 1,170 | 1,290.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001541353] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.6B |
| Serves | Institutional, Retail, Research |
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