TRIAGEN WEALTH MANAGEMENT LLC
CRD #308457 SEC #801-118681 CALABASAS, CA 818-732-8553
SEC Registered
Total AUM
$473.6M
Discretionary
$433.9M
Employees
4
Clients
251
Accounts
1,422
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $473.6M | $433.9M | $39.6M | 4 | 5 |
| Feb 2025 | $473.6M | $433.9M | $39.6M | 4 | 5 |
| Jan 2025 | $375M | $337.4M | $37.6M | 4 | 7 |
| Apr 2024 | $375M | $337.4M | $37.6M | 4 | 7 |
| Mar 2024 | $375M | $337.4M | $37.6M | 4 | 7 |
| Mar 2024 | $375M | $337.4M | $37.6M | 4 | 7 |
| Mar 2023 | $288.1M | $262.7M | $25.4M | 5 | 6 |
| Nov 2022 | $341.2M | $300.7M | $40.5M | 4 | 3 |
| Oct 2022 | $341.2M | $300.7M | $40.5M | 4 | 3 |
| May 2022 | $341.2M | $300.7M | $40.5M | 4 | 3 |
| Mar 2022 | $341.2M | $300.7M | $40.5M | 4 | 3 |
| Apr 2021 | $318.1M | $266.3M | $51.7M | 4 | 0 |
| Mar 2021 | $318.1M | $266.3M | $51.7M | 4 | 0 |
| Nov 2020 | $248.6M | $236.7M | $11.9M | 4 | 0 |
| Oct 2020 | $248.6M | $236.7M | $11.9M | 4 | 0 |
| Aug 2020 | $248.6M | $236.7M | $11.9M | 4 | 0 |
| May 2020 | $0 | $0 | $0 | 4 | 0 |
| May 2020 | $0 | $0 | $0 | 4 | 0 |
| Apr 2020 | $0 | $0 | $0 | 4 | 0 |
DateJun 2025
Total AUM$473.6M
Discretionary$433.9M
Non-Disc.$39.6M
Employees4
Clients5
DateFeb 2025
Total AUM$473.6M
Discretionary$433.9M
Non-Disc.$39.6M
Employees4
Clients5
DateJan 2025
Total AUM$375M
Discretionary$337.4M
Non-Disc.$37.6M
Employees4
Clients7
DateApr 2024
Total AUM$375M
Discretionary$337.4M
Non-Disc.$37.6M
Employees4
Clients7
DateMar 2024
Total AUM$375M
Discretionary$337.4M
Non-Disc.$37.6M
Employees4
Clients7
DateMar 2024
Total AUM$375M
Discretionary$337.4M
Non-Disc.$37.6M
Employees4
Clients7
DateMar 2023
Total AUM$288.1M
Discretionary$262.7M
Non-Disc.$25.4M
Employees5
Clients6
DateNov 2022
Total AUM$341.2M
Discretionary$300.7M
Non-Disc.$40.5M
Employees4
Clients3
DateOct 2022
Total AUM$341.2M
Discretionary$300.7M
Non-Disc.$40.5M
Employees4
Clients3
DateMay 2022
Total AUM$341.2M
Discretionary$300.7M
Non-Disc.$40.5M
Employees4
Clients3
DateMar 2022
Total AUM$341.2M
Discretionary$300.7M
Non-Disc.$40.5M
Employees4
Clients3
DateApr 2021
Total AUM$318.1M
Discretionary$266.3M
Non-Disc.$51.7M
Employees4
Clients0
DateMar 2021
Total AUM$318.1M
Discretionary$266.3M
Non-Disc.$51.7M
Employees4
Clients0
DateNov 2020
Total AUM$248.6M
Discretionary$236.7M
Non-Disc.$11.9M
Employees4
Clients0
DateOct 2020
Total AUM$248.6M
Discretionary$236.7M
Non-Disc.$11.9M
Employees4
Clients0
DateAug 2020
Total AUM$248.6M
Discretionary$236.7M
Non-Disc.$11.9M
Employees4
Clients0
DateMay 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateMay 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateApr 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0