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| Triagen Wealth Management LLC
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|---|---|
| CRD # | 308457 |
| SEC # | 801-118681 |
| CIK # | 0001843848 |
| AUM | 535.2 M (2026-03-03) |
| Employees | 5 (60% Investors, 20% Brokers) |
| Fees | |
| Minimum | |
| Phone | 818-732-8553 |
| Address | 23801 Calabasas Road Calabasas, CA 91302 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001843848 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 30.1 | ||
| iShares Comex Gold Trust | 7.8 | ||
| Nvidia Corp | 7.0 | ||
| Costco Wholesale Corp /NEW | 6.0 | ||
| Chevron Corp | 4.4 | ||
| Edwards Lifesciences Corp | 4.0 | ||
| Walt Disney Co | 3.2 | ||
| Mastercard Inc | 2.8 | ||
| Lumentum Holdings Inc | 2.8 | ||
| McKesson Corp | 2.8 | ||
| Electronic Arts Inc | 2.8 | ||
| Texas Pacific Land Corp | 2.8 | ||
| FPL Group Inc | 2.6 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 240 | 114.1 |
| (b) Individuals (high net worth individuals) | 107 | 406.7 |
| (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 | 14.3 |
| (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 | 1,532 | 535.2 |
| By Discretionary | ||
| Discretionary | 1,520 | 515.7 |
| Non-Discretionary | 12 | 19.5 |
| Total | 1,532 | 535.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 535.2 | |
| Total | 1,532 | 535.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001843848] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 2 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Hinds Financial Group Inc
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Novapoint Capital LLC
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Litvak Wealth LLC
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Mezzasalma Advisors LLC
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USA Financial Formulas LLC
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MI | 534.4 M |
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Morse Asset Management Inc
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CT | 534.3 M |
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Peirce Capital Management LLC
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TX | 534.1 M |
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Affiliated Private Investors LLC
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