TRIAGEN WEALTH MANAGEMENT LLC
SEC Form ADV profile.
Total regulatory AUM
$535,202,455
Discretionary
$515,684,497
Non-discretionary
$19,517,958
Firm details
- CRD number
- 308457
- SEC file number
- 801-118681
- Main office
- CALABASAS, CA, United States
- Employees
- 5
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.