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| Happy Holidays!! thanks for using AUM13F!! |
| Triagen Wealth Management LLC
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| CRD # | 308457 |
| SEC # | 801-118681 |
| CIK # | 0001843848 |
| AUM | $473.6 M (2025-06-02) |
| Employees | 4 (75% Investors, 25% Brokers) |
| Phone | 818-732-8553 |
| Address | 23801 Calabasas Road Calabasas, CA 91302 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 33.3 | ||
| Nvidia Corp | 7.9 | ||
| iShares Comex Gold Trust | 5.1 | ||
| Electronic Arts Inc | 4.6 | ||
| Costco Wholesale Corp /NEW | 4.6 | ||
| Cheniere Energy Inc | 4.5 | ||
| Take Two Interactive Software Inc | 4.5 | ||
| CB Richard Ellis Group Inc | 4.5 | ||
| McDonalds Corp | 4.3 | ||
| XCEL Energy Inc | 4.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 229 | 97.8 |
| (b) Individuals (high net worth individuals) | 105 | 362.8 |
| (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 | 4 | 13.0 |
| (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 | 1,422 | 473.6 |
| By Discretionary | ||
| Discretionary | 1,253 | 433.9 |
| Non-Discretionary | 169 | 39.6 |
| Total | 1,422 | 473.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 473.6 | |
| Total | 1,422 | 473.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001843848] |
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|---|---|---|
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Legacy Wealth Asset Management LLC
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MN | 0.5 |
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Jacobsen Capital Management LLC
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UT | 0.5 |
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North Shore Private Asset Management LLC
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IL | 0.5 |
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Dynamic Financial Group LLC
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IA | 0.5 |
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TRED Avon Family Wealth LLC
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MD | 0.5 |
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Wealth Watch Advisors Inc
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CO | 0.5 |
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Pegasus Asset Management Inc
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NJ | 0.5 |
|
Kooman & Associates
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|
PA | 0.5 |
|
Morse Asset Management Inc
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CT | 0.5 |
|
Trinity Capital Investors
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|
MS | 0.5 |