Updated:
TriaGen Wealth Management
TriaGen Wealth Management is an SEC-registered investment adviser in Calabasas, CA, registered since 2020. The firm manages $535 million in assets, with $516...
Overview
TriaGen Wealth Management is an SEC-registered investment adviser in Calabasas, CA, registered since 2020. The firm manages $535 million in assets, with $516 million on a discretionary basis. It has 5 employees and 3 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2020
Location
Region
North America
Country
United States
City
Calabasas
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: