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, SEC-registered wealth advisory firm formed in 2020 and organized as an LLC. Ownership is a mix of a domestic entity and individual ownership. The firm serves both high-net-worth individuals and families as well as institutional clients, delivering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee arrangements include percentage-of-AUM billing and fixed fees. Triagen is not positioned as a capital allocator and it does not present itself as an active ESG investor or a multi-state adviser.
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 3
Nick 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 65Active vs passive
$231M in ETFs
83%
$191M
11%
$39.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX ETF (DIVI) | Passive | Foreign Large Value | $26.1M | 610,254 | 11.30% |
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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