TRIAGEN WEALTH MANAGEMENT LLC

23801 Calabasas Road
Suite 1010
Calabasas, California 91302
Tel: 818-732-8553

About TRIAGEN WEALTH MANAGEMENT LLC

TRIAGEN WEALTH MANAGEMENT LLC, formally registered with the SEC as TRIAGEN WEALTH MANAGEMENT LLC. The firm was established in 05/08/2020. They have over 1 offices throughout the country.

TRIAGEN WEALTH MANAGEMENT LLC is a Calabasas, California based Financial Planning firm with nearly $288,127,892 assets under management, offering retirement planning & investment advisory services to 1176 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	308457
SEC#	801-118681
Assets Managed by Firm	$288,127,892
No. of Clients	1176
No. of Advisors	5

Fee Structure

A Percentage of AUM
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Pension Consulting Services

Firm Client Information

	No. of Clients	AUM
Firm Total	1176	$288,127,892
Individuals (other than high net worth individuals)	220	$64,131,942
High net worth individuals	101	$214,623,035
Pension and profit sharing plans	3	$9,372,915

Inquire with TRIAGEN WEALTH MANAGEMENT LLC

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