Triagen Wealth Management LLC
Triagen Wealth Management LLC is an SEC-registered wealth manager in Calabasas, CA with $535.2M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Triagen Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 308457, SEC 801-118681, data through 2026-03-03.
- AUM (assets under management / regulatory AUM)
- $535.2M (2026-03-03)
- Firm type
- Wealth Manager
- Location
- Calabasas, CA
- Employees
- 5
- Clients
- 351
- CRD
- 308457
- Ownership
- GARRIS, BRYAN, NICHOLAS; G5 ENDEAVORS INC; G&G 8181 PARTNERS INC.; GARRIS JR., NICK, T
How much AUM does Triagen Wealth Management LLC have?
Triagen Wealth Management LLC reported $535.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-03).
Who owns Triagen Wealth Management LLC?
Disclosed owners and executives of Triagen Wealth Management LLC include GARRIS, BRYAN, NICHOLAS, G5 ENDEAVORS INC, G&G 8181 PARTNERS INC., GARRIS JR., NICK, T. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.