Triagen Wealth Management LLC
Firm details
- Headquarters
- Calabasas, California
- CRD number
- 308457
- Registered since
- May 8, 2020
- Website
- triagenwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI76%
- Individuals21.33%
- Pension & Profit Sharing Plans2.68%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Triagen Wealth Management LLC is an independent registered investment adviser organized as an LLC. The firm is SEC-registered (registration recorded in 2020) and serves both individual/family and institutional clients. Its advisory offering centers on financial planning, portfolio management for individuals and small businesses, and pension consulting. Triagen charges a mix of percentage-of-AUM fees and fixed fees and is not positioned as a capital allocator. The firm does not characterize itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds45%
- Exchange Traded Equities42%
- Cash & Cash Equivalents11%
- US Government Bonds2%
Contacts
3 of 3
Nick Garris
Managing PartnerCRD 1024726
Bryan Garris
Managing PartnerCRD 5386345
Kaela Alba
Administrative AssistantCRD 7902250
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 65Active vs passive
$230M in ETFs
82%
$188M
11%
$41.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX ETF (DIVI) | Passive | Foreign Large Value | $26.4M | 618,810 | 11.47% |
Location
Calabasas, CA
Los Angeles
Location
Calabasas, CA
Headquartered in Calabasas, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 23801 Calabasas Rd
- Time zone
- PT (UTC-8)
- Office locations
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