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Triagen Wealth Management LLC

● SEC registered since 2020CRD 308457SEC# 801-118681Calabasas, CA
Export (members)
Reg. AUM
$473.6M
Employees
4
Accounts
1,422
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 $473.6 million in regulatory assets under management and employs 4 people.
www.facebook.com/triagenwealthView on SEC.gov ↗

Triagen Wealth Management LLC owners & executives

5 reported
NameTitleOwnershipSince
Bryan Nicholas Garris ControlChief Compliance OfficerUnder 5%2020
G&g 8181 Partners Inc. ControlOwner50-75%2020
G5 Endeavors Inc ControlOwner50-75%2020
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Frequently asked questions

How much does Triagen Wealth Management LLC manage?

Triagen Wealth Management LLC reports $473.6 million in regulatory assets under management on its Form ADV.

How many employees does Triagen Wealth Management LLC have?

Triagen Wealth Management LLC reports 4 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

Address23801 Calabasas Road, Suite 1010, Calabasas, CA 91302
Phone818-732-8553
Fax818-732-8617
Office hours6:00 a.m. - 4:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK1843848
Discloses disciplinary historyNo

Assets under management

Discretionary$433.9M
Non-discretionary$39.6M
Total (RAUM)$473.6M