Triagen Wealth Management LLC

Triagen Wealth Management LLC (CRD# 308457) is a financial advisory firm headquartered in Calabasas, CA. They manage $375,014,268 in 1,227 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    375
    MILLION
  • Total Number of Accounts
    1,227
    ACCOUNTS
  • Average Account Value
    $305,635
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, NH, NJ, OR, TX

Financial Advisors at Triagen Wealth Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Bryan N. Garris
CRD#: 5386345
23801 Calabasas Road, Suite 1010, Calabasas, CA 91302

Bryan Garris (CRD# 5386345) is an Investment Advisor Representative working at Triagen Wealth Management LLC in Calabasas, CA and has over 15 years of experience in the finance industry.

2
Nick T. Garris
CRD#: 1024726
23801 Calabasas Road, Suite 1010, Calabasas, CA 91302

Nick Garris (CRD# 1024726) is an Investment Advisor Representative working at Triagen Wealth Management LLC in Calabasas, CA and has over 42 years of experience in the finance industry.

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