TRIANGLE SECURITIES WEALTH MANAGEMENT, INC
C48
CRD 148156·SEC 801-69531·RALEIGH, NC
AUM
$1.29B
$1B+
Est. Revenue
$12.9M
@ 1% on AUM
Est. EBITDA
$3.9M
@ 30% margin
Est. Deal Value
$31.0M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $684.8M
'21 · $839.0M
'22 · $1.00B
'23 · $1.10B
'25 · $1.20B
'26 · $1.29B
'20'26
$684.8M → $1.29B▲ +88%
Client mix
| Individuals High Net Worth | 289 |
| Individuals Other | 227 |
| Charitable Organizations | 6 |
| Corporations | 3 |
Operations
Advisory staff (5-yr trend)
'20 · 11 advisors
'21 · 11 advisors
'22 · 11 advisors
'23 · 10 advisors
'25 · 11 advisors
'26 · 9 advisors
'20'26
11 advisors → 9 advisors▼ -18%
Branches
—
Custodian & Brokerage
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businessesEducational Seminars Workshops
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (9)
Everything else we've pulled for this record, not yet curated into a section.
People (13)
13IAR · Direct Owner · 37.5%
IAR · Direct Owner · 17.5%
Direct Owner · 17.5%
IAR · Direct Owner · 7.5%
IAR · Direct Owner · 7.5%
IAR · Direct Owner · 7.5%
Direct Owner · 7.5%
Direct Owner · 7.5%
Executive Officer · 2.5%
IAR
IAR
IAR
IAR