Triagen Wealth Management LLC

Financial planning in Calabasas, CA

SEC registeredNo commissions reported

Call (818) 732-8553 Send a message Map ↗

Public-record details

Address: 23801 Calabasas Road, Suite 1010, Calabasas, CA 91302
Phone: (818) 732-8553
Listed under: Financial planning, Flat / fixed fees, % of assets managed, Retirement plan consulting
CRD number: 308457
Registration: SEC registered since 2020-05-08
Compensation (Form ADV 5.E): Percentage of assets under management; Fixed fees
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses; Pension consulting
Regulatory assets under management: $535.2 million
Accounts managed: 1,532
Clients reported (Form ADV 5.D): 351
Individual / high-net-worth clients: 240 / 107
Employees: 5
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-03-03

SEC registered investment adviser, CRD 308457, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 308457 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Calabasas

Ares Financial Consulting LLC4500 Park Granada, Suite 202 · Calabasas, CA 91302 · (818) 986-1479 · Financial planningCRD 282852 · % of assets, Hourly charges, Fixed fees · $243.9 million AUMSEC registeredNo commissions reported Atala Financial INC23912 Aspen Way · Calabasas, CA 91302 · (310) 570-2573 · Financial planningCRD 318371 · % of assets, Hourly charges, Performance-based fees · $370.7 million AUMSEC registeredNo commissions reported Brian Dennis, Cfp®27001 W. Agoura Road, Suite 350 · Calabasas, CA 91301 · (310) 617-8024 · Financial planningCRD 325735 · % of assets, Hourly charges, Fixed fees · $529,410 AUMState registeredNo commissions reported Fidela Wealth4500 Park Granada, #202 · Calabasas, CA 91302 · (818) 743-7068 · Financial planningCRD 328060 · % of assets, Hourly charges, Fixed fees · $54.2 million AUMState registeredNo commissions reported Krane Financial Solutions24007 Ventura Blvd, Suite 250 · Calabasas, CA 91302 · (310) 989-0934 · Financial planningCRD 153594 · % of assets, Hourly charges, Fixed fees · $295.0 million AUMSEC registeredNo commissions reported Mari Legacy Group, LLC4500 Park Granada, Suite 202 · Calabasas, CA 91302 · (818) 923-2022 · Financial planningCRD 325087 · % of assets, Hourly charges, Fixed fees · $29.9 million AUMState registeredNo commissions reported Morton Wealth27200 Agoura Road, Suite 200 · Calabasas, CA 91301 · (818) 222-4727 · Financial planningCRD 141250 · % of assets, Fixed fees · $3.5 billion AUMSEC registeredNo commissions reported Private Wealth Solutions, LLC26050 Mureau Road, Suite 103 · Calabasas, CA 91302 · (818) 264-0600 · Financial planningCRD 289437 · % of assets, Hourly charges, Fixed fees · $500.0 million AUMSEC registeredNo commissions reported

All 9 in Calabasas →