Triangulum Wealth Management
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About
Triangulum Wealth Management provides discretionary separately managed account (SMA) portfolio management and project-based financial planning (“Pure Advisory”) to individuals, couples and legal entities, including corporations, partnerships, associations and trusts. The firm delivers SMAs under written investment management agreements (typical SMA minimum is $300,000, though the firm may modify this) and conducts finite advisory projects for clients who implement recommendations and custody assets independently.
The firm’s investment approach emphasizes long-term equity and ETF positions executed across value, growth, income and opportunistic strategies, while retaining the flexibility to include preferred stock, bonds, mutual funds and cash instruments as appropriate. Portfolios are tailored to client objectives and time horizons (generally 3–5 years for core strategies), supported by an in‑house equity/ETF analytics model and software platform the firm developed for research and trade decisioning.
Distinctive for a small firm with modest assets and a limited client base, Triangulum explicitly offers portfolio management to institutional entities (corporations, partnerships, associations and trusts), a capability less common among peers of this size. The firm also uses a project-based “Pure Advisory” model with an eight‑hour minimum, flexible fee arrangements, custodial relationships with Altruist and Charles Schwab, and discloses soft‑dollar and brokerage practices in its brochure.
Client services
Expertise
Fee options
Fixed fees negotiated per specified periods (e.g., monthly or quarterly) for SMA clients; fixed project fees for pure advisory clients, example $10,000 for a project
$0 - $300,000: Flat fee of $3,000 $300,000 - $1,000,000: 1.00% $1,000,000+: 0.90%
Hourly billing rate of $375/hour
Account minimum: $300,000 Minimum fee: Minimum flat fee of $3,000 for assets under management up to $300,000 Fee-only: Hourly billing rate of $375/hour for advisory services, generally with an 8-hour minimum for pure advisory clients
Main office
Bellevue WA
Advisors at this office
1
Most active in
Washington
Also doing business as
Triangulum Wealth Management · Triangulum Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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