Triangulum Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,250,000
Clients
2
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
2
Very LowAverage account size
$1,125,000
About
Triangulum Wealth Management is a small, single-advisor registered investment adviser that provides discretionary portfolio management through separately managed accounts and project-based financial planning to individuals, trusts, and corporate or institutional entities. The firm generally focuses on high‑net‑worth private clients and institutional‑type clients rather than broad, non‑HNW retail investors.
The firm’s investment approach is equity‑centric with multi‑year time horizons, employing value, growth, income and opportunistic strategies across common stocks, ETFs and select fixed‑income instruments. It manages SMAs on a discretionary basis using proprietary equity/ETF analytics developed by the principal and also offers finite “pure advisory” engagements where clients implement recommendations themselves.
Noteworthy for a solo independent RIA, the firm accepts institutional clients in addition to wealthy individuals and combines discretionary SMA management with deliverable‑based advisory projects. The principal’s technology and product development background and an in‑house analytics platform, together with operational choices such as using one custodian for most U.S. persons and another for non‑U.S. clients, differentiate the firm from many peers.
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Expertise
Income planning
General retirement planning
Wealth management
Occupation focus
Technology Professional
Executive
Demographic focus
Established Professionals
Fee options
Fixed fees negotiated per project or per calendar period for both SMA and Pure Advisory clients
$0 - $300,000: Flat fee, $3,000 $300,000 - $1,000,000: 1.00% $1,000,000 - $3,000,000: 0.95% $3,000,000+: 0.90%
$375/hour for both SMA clients and Pure Advisory clients
Account minimum: $500,000 Minimum fee: Minimum flat fee of $3,000 on assets up to $300,000 with a single client Fee-only: Hourly fee at $375/hour; Fixed fees per project or period, negotiated individually
Main office location
Triangulum Wealth Management
Bellevue WA, United States
Number of offices
1
Most active in
Triangulum Wealth Management has reported serving >5 clients in these states in the last 12 months.
Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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