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).
Current Firm Details
By the Numbers
-
Total Assets Under Management375MILLION
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Total Number of Accounts1,227ACCOUNTS
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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
Registered Investment Advisor
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
1
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 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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