What departments does Triangle Wealth Management have?

Triangle Wealth Management has employees across 3 departments including Entrepreneurship, Program & Project Management, Analytics.

What is the largest department at Triangle Wealth Management?

The largest department at Triangle Wealth Management is Entrepreneurship with 1 employees.

Where are Triangle Wealth Management employees located globally?

Triangle Wealth Management has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Triangle Wealth Management's team size changed over time?

Triangle Wealth Management's team has grown from approximately 11 to 12 employees based on available data.

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Triangle Wealth Management Employee Directory

Financial ServicesNorth Carolina, United States11-50 Employees

Triangle Wealth Management is an SEC-registered investment advisor based in Raleigh, North Carolina. Founded in 2000 by Paul D. Reynolds III and his team after leaving a large national bank, it emphasizes a culture focused on addressing families' financial needs and is 100% employee-owned. 

The firm serves more than 500 families, primarily in North Carolina and the Southeast, and works with clients across a wide age range. Its typical clientele includes retirees, business owners, professionals, and families who value personal attention and a small-firm culture. The practice emphasizes listening and thoughtful questioning to establish clear, realistic plans that help clients reach long-term goals with prudent management.

Triangle Wealth Management Global Highlights

North America
20

United States Of America
20

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Triangle Wealth Management's Leadership

C. T.
Cco
Mobile Phone
Email
P. R.
Founder, President
Mobile Phone
Email
D. F.
Portfolio Manager
Mobile Phone
Email
T. C.
Portfolio Manager Investment Analyst
Mobile Phone
Email

Triangle Wealth Management Employee Metrics

100%

50%

2026

2025

Banking
Legal
Accounting
Administrative
Analytics
Other

Contact profiles from Triangle Wealth Management

Name

Title

Contact

Location

Last Update

C. T.
Cco
Mobile Phone
Email
Oct 21, 2024
P. R.
Founder, President
Mobile Phone
Email
Aug 18, 2023
D. F.
Portfolio Manager
Mobile Phone
Email
Jun 26, 2026
T. C.
Portfolio Manager Investment Analyst
Mobile Phone
Email
Oct 24, 2024

Frequently Asked Questions

What is Triangle Wealth Management known for?

Triangle Wealth Management was founded in 2000 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-919-782-****

. Explore Triangle Wealth Management's company overview page for more information.

What is Triangle Wealth Management's most common email format?

Triangle Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Triangle Wealth Management email formats with LeadIQ.

How many employees does Triangle Wealth Management have currently?

Triangle Wealth Management has approximately 11 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Triangle Wealth Management's key employees and leadership?

As of July 2026, Triangle Wealth Management's key employees include:

Cco: C. T.
Founder, President: P. R.
Portfolio Manager: D. F.
Portfolio Manager Investment Analyst: T. C.

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Triangle Wealth Management Employee Directory

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