TRIAGEN WEALTH MANAGEMENT LLC

CALABASAS, California·2 registered advisors·CRD# 308457
SEC# 801-1186810818-732-8553
01

Firm Overview

AUM
$375M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at TRIAGEN WEALTH MANAGEMENT LLC

2 registered advisors
Bryan Nicholas Garris
CALABASAS, California
Nick T Garris Jr.
CALABASAS, California
05

Office Locations

CALABASAS, California
2 advisors

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Data sourced from SEC Form ADV filings. TRIAGEN WEALTH MANAGEMENT LLC (CRD# 308457) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.