← Back to searchVisit website
TRIAGEN WEALTH MANAGEMENT LLC
CRD 308457 · SEC 801-118681
23801 CALABASAS ROAD, SUITE 1010, CALABASAS, CA, 91302, United States
Phone
818-732-8553
Fax
818-732-8617
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$535.2M
Discretionary AUM
$515.7M
Team
5 total employees; 3 advisory reps; 2 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingASSET ALLOCATION SERVICES, ADVISORY CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 240 | $114.1M |
| High net worth individuals | 107 | $406.7M |
| Pension/profit sharing plans | 4 | $14.3M |
States served
AZ, CA, CO, ID, IL, NJ, NY, OR, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD