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Paul Deleon Reynolds
Triangle Wealth Management
44 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
Education Planning
Estate Planning
High Net Worth
Triangle Wealth Management
Compensation
Fee-Only (AUM)
Firm Size
10 advisors
Number of Clients
534 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$1.2B
Fee Structure
Minimum Investment:
$100K
Financial Planning:
Investment management only
AUM-Based Fees (Tiered)
Assets Under Management
Annual Fee
Up to $2.5M
1.00%
$2.5M - $5.0M
0.75%
$5M+
0.50%
Fees may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0
$500K
$1M
$5M
$20M
Estimated Annual Fee
—
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Location
1301 Annapolis Drive, Raleigh, NC, 27608
Get directions
History
Regulatory History (1)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
.
Customer Dispute
June 1998
Settled
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Triangle Wealth Management
May 2009 - Present · 16 yrs 9 mos
Previous Registrations
Triangle Securities, LLC
October 2000 - December 2010 · 10 yrs 2 mos
Triangle Securities, LLC
Broker
August 2000 - December 2018 · 18 yrs 4 mos
First Union Securities, INC.
Broker
October 1999 - September 2000 · 11 mos
First Union Capital Markets CORP.
Broker
March 1989 - October 1999 · 10 yrs 7 mos
Thomson Mckinnon Securities INC.
Broker
February 1988 - March 1989 · 1 yr 1 mo
Carolina Securities Corporation
Broker
February 1981 - February 1988 · 7 yrs
State Registrations
2 states
NC
TX
Advisor
Exams
No exam information available for this advisor.