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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-01-2008
- Office Locations
- 2
Office Locations
About Triangle Wealth Management
Triangle Wealth Management is an independent RIA in Raleigh, NC serving retirees, business owners, professionals, and multi-generational families, often during life transitions. A financial plan anchors decisions and drives a personalized asset-allocation strategy implemented with ETFs, mutual funds, and fixed income. Each family is supported by a dedicated specialist team (relationship manager, planner, portfolio manager, service associate). Custodies at Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
PAUL DELEON REYNOLDS III
Chief Executive Officer, Managing Member, Relationship Manager
- CRD
- #724280
- Ownership
- 25% but less than 50%
MARY-MARGARET REYNOLDS HUTCHENS
Client Relationship Specialist, SENIOR CLIENT SERVICE MANAGER
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 2 of 9 owners & executives
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Darren Brian Ford
Portfolio Analyst
- CRD
- #6765148
DOROTHY JEAN MORAVEC
Portfolio Manager
- CRD
- #2640138
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,290,721,266 | $1,103,181 |
| Non-Discretionary | $0 | -- |
| Total | $1,290,721,266 | $1,103,181 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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