Managing Director · Triangle Wealth Management
Kathleen W. Burkett
CRD 1712792 · Named on Form ADV at one SEC-registered adviser
At a glance
Triangle Wealth Management, an SEC-registered wealth manager based in Raleigh, NC with $1.3 billion in regulatory assets, lists Kathleen W. Burkett on its Form ADV as Managing Director.
Firms and roles
- Triangle Wealth ManagementManaging DirectorWealth manager · Raleigh, NC · $1.3B in regulatory assets
AtlasMembers
Kathleen’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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Colleagues named on the same filings (8)
- Paul D. ReynoldsCEO, Managing Member, Triangle Wealth Management
- Cathy L. ThomasMember, Triangle Wealth Management
- Scott W. LoyekManaging Director, Triangle Wealth Management
- Deborah L. KaufmanManaging Director, Triangle Wealth Management
- Paul D. ReynoldsSenior Relationship Manager, Triangle Wealth Management
3 more people named with Kathleen on the same filings, with titles and firms. Free in Atlas with a free account.
See all 8 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kathleen’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.