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TRIAGEN WEALTH MANAGEMENT LLC

CALABASAS, CA · CRD 308457 · IAPD ↗ · 818-732-8553

$535.2MRegulatory AUM
3Advisory reps
5Employees
2Clients
251-500Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — TRIAGEN WEALTH MANAGEMENT LLC crossed $500M in regulatory AUM ($473.6M -> $535.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
47
July 2025 — TRIAGEN WEALTH MANAGEMENT LLC notice-filed in NH, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
March 2025 — TRIAGEN WEALTH MANAGEMENT LLC reported RAUM up 26% ($375.0M -> $473.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
February 2025 — TRIAGEN WEALTH MANAGEMENT LLC notice-filed in ID, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
May 2024 — TRIAGEN WEALTH MANAGEMENT LLC notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2024 — TRIAGEN WEALTH MANAGEMENT LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
April 2024 — TRIAGEN WEALTH MANAGEMENT LLC reported RAUM up 30% ($288.1M -> $375.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.