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TRIAGEN WEALTH MANAGEMENT LLC
CRD 308457File 801-118681
APPROVED
Retail clients
Custody
Filing as of Mar 3, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$535.2M
Above cohort median (national)
Discretionary AUM
$515.7M
Non-discretionary $19.5M
Clients
351
1,532 accounts
Employees
5
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- May 8, 2020
- Principal office
- 23801 CALABASAS ROAD, SUITE 1010, CALABASAS, CA, 91302
- Phone
- 818-732-8553
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $535.2M
- Discretionary AUM
- $515.7M
- Non-discretionary AUM
- $19.5M
- Discretionary accounts
- 1,520
- Non-discretionary accounts
- 12
- Total accounts
- 1,532
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 107 | $406.7M |
| Pension and profit sharing plans | Fewer than 5 | $14.3M |
| Individuals (other than high net worth individuals) | 240 | $114.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.