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 that began SEC registration in 2020 and is organized as an LLC. The firm serves both individual and family clients as well as institutional clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its billing model combines percentage-of-assets-under-management fees with the option for fixed fees. Triagen does not identify as an active ESG investor and is not presented as a multi-state adviser or a capital allocator in the available data.
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 3NICK GARRIS
Managing PartnerCRD 1024726
Kaela Alba
Administrative AssistantCRD 7902250
BRYAN GARRIS
Managing PartnerCRD 5386345
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 66Active vs passive
$215M in ETFs
83%
$178M
11%
$36.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES FLOATING RATE BOND ETF (FLOT) | BlackRock | Passive | Ultrashort Bond | $34.8M | 682,255 | 16.19% |
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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