Triagen Wealth Management LLC
● SEC registered since 2020CRD 308457SEC# 801-118681Calabasas, CA
Reg. AUM
$535.2M
Employees
5
Accounts
1,532
Location
Calabasas, CA
Triagen Wealth Management LLC assets under management
Triagen Wealth Management LLC is an investment advisory firm registered with the SEC based in Calabasas, CA. The firm has been registered since 2020. It reports $535.2 million in regulatory assets under management and employs 5 people.
Triagen Wealth Management LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bryan Nicholas Garris Control | Chief Compliance Officer | Under 5% | 2020 |
| G&g 8181 Partners Inc. Control | Owner | 50-75% | 2020 |
| G5 Endeavors Inc Control | Owner | 50-75% | 2020 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Triagen Wealth Management LLC manage?
Triagen Wealth Management LLC reports $535.2 million in regulatory assets under management on its Form ADV.
How many employees does Triagen Wealth Management LLC have?
Triagen Wealth Management LLC reports 5 employees.
Where is Triagen Wealth Management LLC located?
Triagen Wealth Management LLC is based in Calabasas, CA and has been SEC-registered since 2020.
Does Triagen Wealth Management LLC disclose fund performance?
Triagen Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 23801 Calabasas Road, Suite 1010, Calabasas, CA 91302 |
| Phone | 818-732-8553 |
| Fax | 818-732-8617 |
| Office hours | 6:00 a.m. - 4:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1843848 |
| Discloses disciplinary history | No |
Regulatory AUM
$535.2M▲ 43%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 46%
Larger than 54% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$535.2Mregulatory AUM
Discretionary $515.7MNon-discretionary $19.5M