Trustee - Paul D. Reynolds III 2025 Irrevocable Trust Dated December 11, 2025 · Triangle Wealth Management
Lynn L. Reynolds
CRD 8227163 · 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 Lynn L. Reynolds on its Form ADV as Trustee - Paul D. Reynolds III 2025 Irrevocable Trust Dated December 11, 2025, a control person.
Firms and roles
- Triangle Wealth ManagementTrustee - Paul D. Reynolds III 2025 Irrevocable Trust Dated December 11, 2025Wealth manager · Raleigh, NC · $1.3B in regulatory assets
AtlasMembers
Lynn’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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Colleagues named on the same filings (8)
- Paul D. ReynoldsCEO, Managing Member, Triangle Wealth Management
- Cathy L. ThomasMember, Triangle Wealth Management
- Kathleen W. BurkettManaging Director, Triangle Wealth Management
- Scott W. LoyekManaging Director, Triangle Wealth Management
- Deborah L. KaufmanManaging Director, Triangle Wealth Management
3 more people named with Lynn 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 Lynn’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.