TRIAGEN WEALTH MANAGEMENT LLC

TRIAGEN WEALTH MANAGEMENT LLC of CALABASAS, CA is an SEC-registered investment adviser (CRD 308457). Regulatory assets under management: $535.2M.

Registration

• CRD: 308457
• SEC file number: 801-118681
• Type: Registered investment adviser
• Location: 23801 CALABASAS ROAD, SUITE 1010, CALABASAS, CA, 91302
• Phone: 818-732-8553
• Latest filing: 2026-03-03
• Regulatory AUM: $535.2M
• Discretionary AUM: $515.7M
• Non-discretionary AUM: $19.5M
• Clients: 5
• Accounts: 1,532

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Other.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 308457 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search