{
  "crd_number": 308457,
  "slug": "triagen-wealth-management-llc-calabasas-ca-308457",
  "primary_business_name": "TRIAGEN WEALTH MANAGEMENT LLC",
  "legal_name": "TRIAGEN WEALTH MANAGEMENT LLC",
  "dbas": [],
  "city": "Calabasas",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2020-05-08",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-03-03",
  "carried_forward": false,
  "raum_total": 535202455.0,
  "raum_discretionary": 515684497.0,
  "raum_non_discretionary": 19517958.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 5,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 114141217.0,
      "count": 240
    },
    "pension_profit_sharing": {
      "raum": 14325617.0,
      "count": 4,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 406735621.0,
      "count": 107
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "FL",
    "ID",
    "IL",
    "NH",
    "NJ",
    "NY",
    "OR",
    "TX",
    "WA"
  ],
  "websites": [
    "https://facebook.com/TRIAGENWEALTH",
    "https://linkedin.com/COMPANY/TRIAGEN-WEALTH-MANAGEMENT",
    "https://triagenwealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/308457",
  "city_as_filed": "CALABASAS",
  "url": "https://advisorcensus.com/firm/triagen-wealth-management-llc-calabasas-ca-308457",
  "display_name": "Triagen Wealth Management LLC",
  "summary": "Triagen Wealth Management LLC is an SEC-registered investment advisory firm in Calabasas, CA, registered since 2020, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 3, 2026.",
  "citation": "AdvisorCensus. Triagen Wealth Management LLC (CRD 308457): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Triagen Wealth Management LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Triagen Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Triagen Wealth Management LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 3, 2026 states: Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states); Flat fee: $2,500 to $30,000 (financial planning services); Subscription: up to $300 a month (more targeted and less comprehensive financial planning in a specific area, such as cash flow management, budgeting, stu); Flat fee: $2,500 to $30,000 (financial consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Triagen Wealth Management LLC located?",
      "a": "Triagen Wealth Management LLC's principal office is in Calabasas, CA, according to its Form ADV."
    },
    {
      "q": "Is Triagen Wealth Management LLC registered with the SEC or a state?",
      "a": "Triagen Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 308457."
    },
    {
      "q": "How much does Triagen Wealth Management LLC manage?",
      "a": "Triagen Wealth Management LLC reports $535,202,455 in regulatory assets under management in its Form ADV filing dated March 3, 2026 (96% discretionary)."
    },
    {
      "q": "How have Triagen Wealth Management LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Triagen Wealth Management LLC: Regulatory assets under management: $318,068,638 in the October 2021 data and $535,202,455 in the October 2026 data, up 68%. Total employees: 4 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Triagen Wealth Management LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (240); high net worth individuals (107); pension and profit sharing plans (but not the plan participants or government pension plans) (4)."
    },
    {
      "q": "Which custodians does Triagen Wealth Management LLC use?",
      "a": "Triagen Wealth Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Triagen Wealth Management LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/308457"
    },
    {
      "q": "What changed in Triagen Wealth Management LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $473,557,825 to $535,202,455 (+13%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 318068638.0,
      "total_employees": 4,
      "filing_date": "2021-04-16"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 341196208.0,
      "total_employees": 4,
      "filing_date": "2022-05-16"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 288127892.0,
      "total_employees": 5,
      "filing_date": "2023-03-02"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 375014268.0,
      "total_employees": 4,
      "filing_date": "2024-04-15"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 473557825.0,
      "total_employees": 4,
      "filing_date": "2025-06-02"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 535202455.0,
      "total_employees": 5,
      "filing_date": "2026-03-03"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $473,557,825 to $535,202,455 (+13%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 3, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "1.5% of assets a year",
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $2,500 to $30,000 (financial planning services)",
      "Subscription: up to $300 a month (more targeted and less comprehensive financial planning in a specific area, such as cash flow management, budgeting, stu)",
      "Flat fee: $2,500 to $30,000 (financial consulting services)"
    ],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "Our annual fee for portfolio management services will not exceed 1.5% of the market value of your assets under our management."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $2,500 to $30,000 (financial planning services)"
        ],
        "quotes": [
          "We charge a fixed fee for financial planning services, which generally ranges from $2,500 to $30,000 depending on the financial planning services provided."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: up to $300 a month (more targeted and less comprehensive financial planning in a specific area, such as cash flow management, budgeting, stu)"
        ],
        "quotes": [
          "clients are assessed a monthly fee not to exceed $300.00 per month, payable monthly in advance and on-going for the length of time services are provided."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $2,500 to $30,000 (financial consulting services)"
        ],
        "quotes": [
          "We charge a fixed fee for financial consulting services. Fixed fees are negotiable and range from $2,500 to $30,000, depending on the scope and complexity of services rendered."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": 1.5,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 2500.0,
          "max": 30000.0,
          "period": "one_time",
          "service": "financial planning services"
        },
        {
          "kind": "subscription",
          "amount": null,
          "min": null,
          "max": 300.0,
          "period": "monthly",
          "service": "more targeted and less comprehensive financial planning in a specific area, such as cash flow management, budgeting, stu"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": 2500.0,
          "max": 30000.0,
          "period": "one_time",
          "service": "financial consulting services"
        }
      ]
    },
    "quotes": [
      "Our annual fee for portfolio management services will not exceed 1.5% of the market value of your assets under our management.",
      "We charge a fixed fee for financial planning services, which generally ranges from $2,500 to $30,000 depending on the financial planning services provided.",
      "clients are assessed a monthly fee not to exceed $300.00 per month, payable monthly in advance and on-going for the length of time services are provided.",
      "We charge a fixed fee for financial consulting services. Fixed fees are negotiable and range from $2,500 to $30,000, depending on the scope and complexity of services rendered."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/triagen-wealth-management-llc-calabasas-ca-308457.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 240,
      "fewer_than_5": false,
      "raum": 114141217.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 107,
      "fewer_than_5": false,
      "raum": 406735621.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 4,
      "fewer_than_5": true,
      "raum": 14325617.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/308457",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}