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| Happy Holidays!! thanks for using AUM13F!! |
| Triangle Securities Wealth Management Inc
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| CRD # | 148156 |
| SEC # | 801-69531 |
| CIK # | 0001541353 |
| AUM | $1.2 B (2025-02-20) |
| Employees | 15 (73% Investors, 0% Brokers) |
| Phone | 919-838-3221 |
| Address | 1301 Annapolis Drive Raleigh, NC 27608 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001541353 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 9.9 | ||
| Goldman Sachs Group Inc | 8.4 | ||
| KKR & Co LP | 8.3 | ||
| Alphabet Inc | 7.6 | ||
| Blackstone Group LP | 6.8 | ||
| J P Morgan Chase & Co | 6.6 | ||
| Brookfield Asset Management Inc | 6.0 | ||
| Broadcom Inc | 5.6 | ||
| Apple Inc | 5.1 | ||
| Exxon Mobil Corp | 4.7 | ||
| Lowes Companies Inc | 4.5 | ||
| VISA Inc | 3.9 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 246 | 115.6 |
| (b) Individuals (high net worth individuals) | 279 | 1,064.2 |
| (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 | 15.4 |
| (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 | 7.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,150 | 1,202.4 |
| By Discretionary | ||
| Discretionary | 1,150 | 1,202.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,150 | 1,202.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,202.4 | |
| Total | 1,150 | 1,202.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001541353] |
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|---|---|---|
|
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VA | 1.2 |
|
Apriem Advisors
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CA | 1.2 |
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Level Four Capital Management
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Independent Solutions Wealth Management LLC
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Fortis Capital Advisors LLC
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KS | 1.2 |
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Payne Capital Management LLC
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|
Hottinger & Co Limited
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1.2 | |
|
Great Waters Wealth Management
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|
MN | 1.2 |
|
Evermay Wealth Management LLC
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|
VA | 1.2 |
|
Chatterton & Associates the Wealth Management Team Inc
✚
|
CA | 1.2 |