Triangle Wealth Management

Firm record

As recorded in SEC IAPD

Firm CRD

148156

SEC number

801-69531

Firm type

RIA

Assets under management

$1.3B as of Feb 26, 2026

Website

www.linkedin.com/company/triangle-securities-wealth-management ↗

Phone

919-838-3221

Address

1301 Annapolis Drive, Raleigh, NC, 27608

Advisors at this firm

9 in our index · page 1 of 1

• Kathleen Wise BurkettCRD 1712792 · Raleigh, NC
  IA RegisteredRegistration inactive
• Darren Brian FordCRD 6765148 · Saranac, MI
  IA Registered
• Scott William LoyekCRD 5254564 · Raleigh, NC
  IA RegisteredRegistration inactive
• Dorothy Jean MoravecCRD 2640138 · Raleigh, NC
  IA RegisteredRegistration inactive
• Joseph Lee ParkerCRD 1479483 · Raleigh, NC
  IA RegisteredRegistration inactive
• Michelle L PetruoloCRD 4191301 · Raleigh, NC
  IA RegisteredRegistration inactive
• Paul Deleon ReynoldsCRD 724280 · Raleigh, NC
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Paul Deleon ReynoldsCRD 5600617 · Raleigh, NC
  IA Registered
• Jessica Rosenfeld SherburneCRD 3023999 · Raleigh, NC
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.