# Triagen Wealth Management LLC

> 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.

- CRD: 308457
- Filed as: TRIAGEN WEALTH MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Calabasas, CA
- Filing period: October 2026
- Form ADV filing dated: March 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/308457
- AdvisorCensus page: https://advisorcensus.com/firm/triagen-wealth-management-llc-calabasas-ca-308457

## Quick answers

**How is Triagen Wealth Management LLC compensated?**
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).

**How much does Triagen Wealth Management LLC charge?**
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…). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Triagen Wealth Management LLC located?**
Triagen Wealth Management LLC's principal office is in Calabasas, CA, according to its Form ADV.

**Is Triagen Wealth Management LLC registered with the SEC or a state?**
Triagen Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 308457.

**How much does Triagen Wealth Management LLC manage?**
Triagen Wealth Management LLC reports $535,202,455 in regulatory assets under management in its Form ADV filing dated March 3, 2026 (96% discretionary).

**How have Triagen Wealth Management LLC's assets and staff changed since 2021?**
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.

**What types of clients does Triagen Wealth Management LLC serve?**
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).

**Which custodians does Triagen Wealth Management LLC use?**
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.

**Does Triagen Wealth Management LLC report any disciplinary disclosures?**
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

**What changed in Triagen Wealth Management LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $473,557,825 to $535,202,455 (+13%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 3, 2026)

- Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)

> Our annual fee for portfolio management services will not exceed 1.5% of the market value of your assets under our management.

- Flat fee: $2,500 to $30,000 (financial planning services)

> 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.

- Subscription: up to $300 a month (more targeted and less comprehensive financial planning in a specific area…)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $535,202,455
- Discretionary: $515,684,497
- Non-discretionary: $19,517,958

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 240 | $114,141,217 |
| High net worth individuals | 107 | $406,735,621 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $14,325,617 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other

### Firm details
- Registered since: 2020 (6 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, ID, IL, NH, NJ, NY, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- triagenwealth.com
- Facebook @TRIAGENWEALTH
- LinkedIn @TRIAGEN-WEALTH-MANAGEMENT

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $318,068,638 | 4 | April 16, 2021 |
| October 2022 | $341,196,208 | 4 | May 16, 2022 |
| October 2023 | $288,127,892 | 5 | March 2, 2023 |
| October 2024 | $375,014,268 | 4 | April 15, 2024 |
| October 2025 | $473,557,825 | 4 | June 2, 2025 |
| October 2026 | $535,202,455 | 5 | March 3, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $473,557,825 to $535,202,455 (+13%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Triagen Wealth Management LLC (CRD 308457): Form ADV filing data as of October 2026.