Triangle Securities Wealth Management, Inc
- Regulatory AUM
- $1.3B
- Discretionary
- $1.3B
- Clients
- 525
- Avg AUM / client
- $2.5M
- Accounts
- 1,170
- Employees
- 14
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 26, 2026
Investments (13F portfolio — 213 positions, $503,736,247)
13F period Jun 30, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | J P Morgan Exchange Traded F | ACTIVE VALUE ETF | $20,091,225 | 253,006 | 3.99% | 1.56% |
| 2 | Schwab Strategic Tr | US MID-CAP ETF | $19,557,448 | 530,443 | 3.88% | 1.52% |
| 3 | Vanguard World Fd | INF TECH ETF | $18,724,359 | 156,663 | 3.72% | 1.45% |
| 4 | Spdr Series Trust | ST STR SP600SM C | $13,563,982 | 124,315 | 2.69% | 1.05% |
| 5 | Alphabet Inc | CAP STK CL C | $12,872,926 | 36,433 | 2.56% | 1.0% |
| 6 | Advisors Inner Circle Fd Iii | STRATEGAS MACRO | $12,248,223 | 256,588 | 2.43% | 0.95% |
| 7 | Ishares Tr | CORE S&P MCP ETF | $11,601,182 | 150,450 | 2.3% | 0.9% |
| 8 | Ishares Tr | CORE S&P SCP ETF | $11,192,475 | 75,467 | 2.22% | 0.87% |
| 9 | Blackstone Inc | COM | $10,322,312 | 88,720 | 2.05% | 0.8% |
| 10 | Ishares Tr | CORE UNIVRSL USD | $9,560,368 | 207,159 | 1.9% | 0.74% |
| 11 | Tortoise Capital Series Trus | NORTH AMRCN PIPE | $9,425,674 | 224,795 | 1.87% | 0.73% |
| 12 | Apple Inc | COM | $8,669,579 | 29,961 | 1.72% | 0.67% |
| 13 | Janus Detroit Str Tr | HENDERSN CAP ETF | $8,326,486 | 89,479 | 1.65% | 0.65% |
| 14 | Schwab Strategic Tr | US LRG CAP ETF | $8,162,092 | 277,339 | 1.62% | 0.63% |
| 15 | Jpmorgan Chase & Co | COM | $7,632,004 | 23,316 | 1.52% | 0.59% |
| 16 | Microsoft Corp | COM | $7,596,308 | 20,364 | 1.51% | 0.59% |
| 17 | Capital Group Intl Focus Eqt | SHS CREAT UNIT | $7,030,392 | 203,073 | 1.4% | 0.54% |
| 18 | Brookfield Corp | CL A LTD VT SH | $6,700,642 | 157,329 | 1.33% | 0.52% |
| 19 | Goldman Sachs Group Inc | COM | $6,603,235 | 6,529 | 1.31% | 0.51% |
| 20 | Caterpillar Inc | COM | $6,561,106 | 6,161 | 1.3% | 0.51% |
| 21 | Exxon Mobil Corp | COM | $6,216,150 | 45,466 | 1.23% | 0.48% |
| 22 | Vanguard Intl Equity Index F | FTSE EMR MKT ETF | $6,064,913 | 101,607 | 1.2% | 0.47% |
| 23 | Broadcom Inc | COM | $6,002,070 | 15,889 | 1.19% | 0.47% |
| 24 | Gmo Etf Trust | US QUALITY ETF | $5,401,230 | 129,775 | 1.07% | 0.42% |
| 25 | Kkr & Co Inc | COM | $5,303,094 | 57,780 | 1.05% | 0.41% |
Top 25 of 213 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 227 | $106M | 8.19% |
| High net worth individuals | 289 | $1.2B | 89.9% |
| Charitable organizations | 6 | $17.5M | 1.36% |
| Corporations and other businesses | 3 | $7.1M | 0.55% |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Paul Deleon Reynolds | Ceo, Managing Member | Aug 2008 (18y) | 50% – 75% | |
| Thomas, Cathy, Lynn | Managing Director/Chief Compliance Officer | Aug 2008 (18y) | 5% – 10% | |
| Scott William Loyek | Managing Director | CFA | May 2009 (17y) | 5% – 10% |
| Joseph Lee Parker | Sr. Relationship Manager | May 2009 (17y) | Less than 5% | |
| Kathleen Wise Burkett | Managing Director | CFP | Jan 2011 (16y) | 5% – 10% |
| Paul Deleon Reynolds | Relationship Manager | Aug 2012 (14y) | 10% – 25% | |
| Kaufman, Deborah, Lynn | Managing Director | Jan 2018 (9y) | 5% – 10% | |
| Hutchens, Mary Margaret, Reynolds | Senior Client Relationship Specialist | Jul 2021 (5y) | 10% – 25% | |
| Michelle L Petruolo | Registered representative | Oct 2014 (12y) | ||
| Jessica Rosenfeld Sherburne | Registered representative | Jan 2022 (5y) | ||
| Darren Brian Ford | Registered representative | Jun 2022 (4y) | ||
| Dorothy Jean Moravec | Registered representative | Aug 2023 (3y) |
Undisclosed: 0% – 10% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/26/2026 | 906 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $1.3B (100% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 26, 2026.
View current Form ADV (SEC/IAPD) ↗