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⚲
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| Triagen Wealth Management LLC
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|
|
|---|---|
| CRD # | 308457 |
| SEC # | 801-118681 |
| CIK # | 0001843848 |
| AUM | $375.0 MM (2024-03-25) |
| Employees | 4 (50% Investors, 25% Brokers) |
| Phone | 818-732-8553 |
| Address | 23801 Calabasas Road Calabasas, CA 91302 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 15.3 | |
| NVDA | 399,550.0 | 11.8 | |
| COST | 207,576.9 | 3.8 | |
| ISRG | 72,505.6 | 3.8 | |
| DECK | 7,058.9 | 3.6 | |
| IAU | 3.6 | ||
| ANSS | 20,889.8 | 3.5 | |
| EOG | 69,295.8 | 3.3 | |
| PWR | 17,834.3 | 3.3 | |
| JPM | 340,169.2 | 3.2 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 225 | 73.2 |
| (b) Individuals (high net worth individuals) | 104 | 290.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 10.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,227 | 375.0 |
| By Discretionary | ||
| Discretionary | 1,086 | 337.4 |
| Non-Discretionary | 141 | 37.6 |
| Total | 1,227 | 375.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 375.0 | |
| Total | 1,227 | 375.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001843848] |
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|---|---|---|
|
Adirondack Financial Services Corp
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Meridiana MFO LLC
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BNA Wealth Inc
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Astoria Strategic Wealth Inc
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TX | 0.4 |
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ACT Advisors LLC
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NC | 0.4 |