TRIANGLE SECURITIES WEALTH MANAGEMENT, INC
SEC file number 801-69531
· RALEIGH, NC
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$1.11B
Discretionary AUM
$1.11B
Employees
13
Clients
—
Firm
- Address
- 1301 ANNAPOLIS DRIVE
RALEIGH, NC 27608 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- Empire Village at Cottonwood Creek & Golden Triangle, LLC Low name-match confidence · CIK 1915509 · AZ
- Healthcare Triangle, Inc. Low name-match confidence · CIK 1839285 · CA
- Iron Triangle Fund LP Low name-match confidence · CIK 1780399 · CT
- Iron Triangle Offshore Fund Ltd. Low name-match confidence · CIK 1780400 · E9
- Iron Triangle Opportunity Fund LP Low name-match confidence · CIK 2101948 · CT
- Level 5 Texas Triangle SA LLC Low name-match confidence · CIK 2135323 · OH
- Swish Triangle 1 LP Low name-match confidence · CIK 2159255 · L3
- Swish Triangle 2 LP Low name-match confidence · CIK 2159493 · L3
- Top of the Triangle, LLC Low name-match confidence · CIK 2037098 · PA
- Triangle Strategic Opportunities Fund, LP Low name-match confidence · CIK 2021573 · NY
- Triangle Strategic Opportunities Fund REIT, LLC Low name-match confidence · CIK 2093169 · NY
- Triangle Tweener Fund, LP - D1 Low name-match confidence · CIK 2047875 · WA
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Swish Triangle 1 LP · D · Oct 30, 2026$6M
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Swish Triangle 2 LP · D · Oct 15, 2026$4M
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Empire Village at Cottonwood Creek & Golden Triangle, LLC · D/A · Jul 24, 2026$80M
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Healthcare Triangle, Inc. · D · Jun 16, 2026$4.2M
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Level 5 Texas Triangle SA LLC · D · May 14, 2026$2M
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Iron Triangle Opportunity Fund LP · D · Jan 30, 2026
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Healthcare Triangle, Inc. · D · Dec 3, 2025$15M
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Triangle Strategic Opportunities Fund REIT, LLC · D · Nov 26, 2025$125K
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Empire Village at Cottonwood Creek & Golden Triangle, LLC · D · Aug 14, 2025$80M
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Iron Triangle Offshore Fund Ltd. · D · Jun 27, 2025
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Iron Triangle Fund LP · D · Jun 27, 2025
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Triangle Strategic Opportunities Fund, LP · D · Jun 24, 2025$175M
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Triangle Tweener Fund, LP - D1 · D · Feb 3, 2025$37.5K
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Triangle Tweener Fund, LP - D1 · D · Jan 13, 2025$778.2K
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Triangle Tweener Fund, LP - D1 · D · Jan 13, 2025$12.5K