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Building 2TRIAGEN WEALTH MANAGEMENT LLC

Map pinCALABASAS, CA
Phone818-732-8553
NotebookSEC #801-118681
Total AUM
$535.2M
Employees
5
Clients
351

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
23801 CALABASAS ROAD
SUITE 1010
CALABASAS
CA 91302
United States
Operating Hours
6:00 AM - 4:00 PM
Monday - Friday
Phone
818-732-8553

ReceiptFinancials

Total AUM
$535.2M
Accounts
1,532
Discretionary
$515.7M
Accounts
1,520
Non-Discretionary
$19.5M
Accounts
12

ContactClients

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Individual Clients
240
AUM
$114.1M
HNW Individual Clients
107
AUM
$406.7M
Pension/Profit Sharing Plan Clients
4
AUM
$14.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
ASSET ALLOCATION SERVICES, ADVISORY CONSULTING
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLIDILNHNJNYORTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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