# TriaGen Wealth Management

TriaGen Wealth Management is a Bank / Wealth / Trust based in Calabasas, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Calabasas, United States
- **Region:** North America
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** triagenwealth.com
- **LinkedIn:** https://triagenwealth.com

## Regulatory record

- **CRD number:** 308457
- **SEC file number:** 801-118681
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-03T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/308457

## About

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.

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/triagen-wealth-management

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