# TRIANGLE SECURITIES WEALTH MANAGEMENT, INC

TRIANGLE SECURITIES WEALTH MANAGEMENT, INC of RALEIGH, NC is an SEC-registered investment adviser.

## Registration

- CRD: 148156
- Type: SEC-registered investment adviser
- SEC file number: 801-69531
- Location: 1301 ANNAPOLIS DRIVE, RALEIGH, NC, 27608
- Phone: 919-838-3221
- Latest filing: 2026-02-26
- Regulatory AUM: $1.3B
- Discretionary AUM: $1.3B
- Clients: 14
- Accounts: 1,170

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles

## Officers, owners & control persons (19)

| Name | Role | Location |
| --- | --- | --- |
| Paul Deleon Reynolds | CEO, MANAGING MEMBER; SENIOR RELATIONSHIP MANAGER | — |
| Cathy Lynn Thomas | MANAGING DIRECTOR; MEMBER | — |
| Kathleen Wise Burkett | MANAGING DIRECTOR | — |
| Scott William Loyek | MANAGING DIRECTOR | — |
| Deborah Lynn Kaufman | MANAGING DIRECTOR | — |
| Paul Deleon Reynolds Iv | RELATIONSHIP MANAGER | — |
| Mary-Margaret Reynolds Hutchens | SENIOR CLIENT RELATIONSHIP SPECIALIST; SENIOR CLIENT SERVICE MANAGER | — |
| Joseph Lee Parker | SR. RELATIONSHIP MANAGER | — |
| Jessica Rosenfeld Sherburne | CHIEF COMPLIANCE OFFICER; CHIEF OPERATIONS OFFICER, CHIEF COMPLIANCE OFFICER | — |
| PARKER CHARLES LEE | SR. RELATIONSHIP MANAGER | — |
| THOMAS CATHY LYNN | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | — |
| HAKEREM MICHAEL DAVID | MANAGING DIRECTOR | — |
| REYNOLDS PAUL DELEON | CEO; CEO, MANAGING MEMBER; RELATIONSHIP MANAGER | — |
| BURKETT KATHLEEN WISE | MANAGING DIRECTOR | — |
| LOYEK SCOTT WILLIAM | MANAGING DIRECTOR | — |
| KAUFMAN DEBORAH LYNN | MANAGING DIRECTOR | — |
| Reynolds Mary Margaret Miller | SENIOR CLIENT RELATIONSHIP SPECIALIST | — |
| HUTCHENS MARY-MARGARET REYNOLDS | SENIOR CLIENT RELATIONSHIP SPECIALIST | — |
| Lynn Lasater Reynolds | TRUSTEE - PAUL D. REYNOLDS III 2025 IRREVOCABLE TRUST DATED DECEMBER 11, 2025 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/148156/brochure
- Similar advisers: https://search.stillhousedata.com/firm/148156/similar
- Related entities: https://search.stillhousedata.com/firm/148156/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/148156

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.