Triagen Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Calabasas, CA. Its latest Form ADV filing, dated March 3, 2026, reports $535M in regulatory assets under management, 5 employees, and 1,532 accounts.
Assets Under Management
$535M
Employees
5
Offices
--
Total Clients
351
Primary office
CALABASAS, CA
23801 CALABASAS ROAD, SUITE 1010, CALABASAS, CA, United States
Top client segmentIndividuals represent 68.4% of total clients.
Top client categories% of clientsClients
1
Individuals
68.4%
240
2
HNWI
30.5%
107
3
Pension Plans
1.1%
4
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$535Mas of March 3, 2026
Discretionary96.4%
$516M
96% of total RAUM96.4%
Non-discretionary3.6%
$20M
4% of total RAUM3.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$535M
Total Accounts1,532
10Y AUM Change+$535M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee70:1
10Y Employee Change+1 (+25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.