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Paul Deleon Reynolds

Triangle Wealth Management

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About Paul Deleon Reynolds

Paul Deleon Reynolds is an investment advisor representative with Triangle Wealth Management. Paul is registered to provide investment advisory services in North Carolina and Texas. Paul has been in the financial services industry since July 2012. Paul holds the Series 65 license. Paul has experience providing portfolio management services for individuals and businesses. Triangle Wealth Management specializes in working with high-net-worth individuals, charitable organizations, and corporations. They are a fee-only firm, charging a percentage of assets under management.

Firm Information

Paul Reynolds is currently registered with Triangle Wealth Management. Triangle Wealth Management is an investment advisor headquartered in Raleigh, NC. The firm manages approximately $1 billion to $10 billion in assets and primarily serves high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and charitable organizations. They offer portfolio management services for individuals and businesses, as well as educational seminars.
Triangle Wealth Management

1301 ANNAPOLIS DRIVE

RALEIGH, NC 27608

$1.11B

Assets Under Management

Not reported

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Paul Reynolds’s Registration & Firm History

NC

10/04/2023 - Present

Triangle Wealth Management (RALEIGH NC)

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Licenses & Designations

IA

Issued 06/12/2012

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Paul Deleon Reynolds.
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