Overview
Assets Under Management: $474 million
Headquarters: CALABASAS, CA
High-Net-Worth Clients: 105
Average Client Assets: $3 million
Frequently Asked Questions
TRIAGEN WEALTH MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #308457), TRIAGEN WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
TRIAGEN WEALTH MANAGEMENT LLC is headquartered in CALABASAS, CA.
TRIAGEN WEALTH MANAGEMENT LLC serves 105 high-net-worth clients according to their SEC filing dated February 25, 2025. View client details ↓
According to their SEC Form ADV, TRIAGEN WEALTH MANAGEMENT LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
TRIAGEN WEALTH MANAGEMENT LLC manages $474 million in client assets according to their SEC filing dated February 25, 2025.
According to their SEC Form ADV, TRIAGEN WEALTH MANAGEMENT LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 105
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.61
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,422
Discretionary Accounts: 1,253
Non-Discretionary Accounts: 169
Regulatory Filings
CRD Number: 308457
Last Filing Date: 2025-02-25 00:00:00
Website: https://triagenwealth.com