What departments does Triangle Wealth Management have?

Triangle Wealth Management has employees across 1 departments including Finance.

What is the largest department at Triangle Wealth Management?

The largest department at Triangle Wealth Management is Finance with 2 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.

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
J. S.
Chief Compliance Officer
Mobile Phone
Email
D. K. G.
Chief Financial Officer, Managing Director
Mobile Phone
Email
P. R.
Founder, President
Mobile Phone
Email
M. P.
Associate Vice President
Mobile Phone
Email
K. B.
Managing Director, Personal Financial Planning
Mobile Phone
Email
S. L.
Managing Director
Mobile Phone
Email
D. F.
Portfolio Manager
Mobile Phone
Email

Triangle Wealth Management Employee Metrics

100%

50%

0%

2026

2025

Banking
Legal
Accounting
Administrative
Analytics
Other

Contact profiles from Triangle Wealth Management

Name

Title

Contact Info

Location

Last Update

J. S.
Chief Compliance Officer
Mobile Phone
Email
United StatesNorth Carolina
Aug 03, 2025
D. K. G.
Chief Financial Officer, Managing Director
Mobile Phone
Email
United StatesNorth Carolina
Aug 11, 2025
C. T.
Cco
Mobile Phone
Email
Oct 21, 2024
P. R.
Founder, President
Mobile Phone
Email
Aug 18, 2023
M. P.
Associate Vice President
Mobile Phone
Email
United StatesNew York
Nov 03, 2025
K. B.
Managing Director, Personal Financial Planning
Mobile Phone
Email
United StatesNorth Carolina
Jul 31, 2024
S. L.
Managing Director
Mobile Phone
Email
United StatesNorth Carolina
May 29, 2026
D. F.
Portfolio Manager
Mobile Phone
Email
Apr 17, 2026
L. P.
Senior Relationship Manager
Mobile Phone
Email
United StatesNorth Carolina
Jun 04, 2025
K. R.
Client Relationship Specialist
Mobile Phone
Email
United StatesNorth Carolina
May 29, 2026

Frequently Asked Questions

What is Triangle Wealth Management known for?

Triangle Wealth Management was founded in 2000 operates in the Financial Services industry. The company's main headquarters is located in 1301 Annapolis Drive Raleigh, North Carolina 27608 United States; 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 April 2026. These team members are located across 2 continents, including North AmericaEurope.

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

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

Cco: C. T.
Chief Compliance Officer: J. S.
Chief Financial Officer, Managing Director: D. K. G.
Founder, President: P. R.
Associate Vice President: M. P.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Triangle Wealth Management Employee Directory

Find Triangle Wealth Management employees' phone numbers or email addresses

Name search is limited — try advanced search instead