$535.2M Total AUM
$515.7M Disc. AUM
22.9% 3Y CAGR
5 Employees
353 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-08-2020
- Office Locations
- 1
Office Locations
23801 Calabasas Road Suite 1010 Calabasas CA
About Triagen Wealth Management LLC
TriaGen Wealth Management is a California RIA providing financial planning, portfolio management, and asset protection strategies for individuals, families, and businesses. The firm emphasizes an educational approach and cohesive plans geared toward legacy goals, implementing portfolios that commonly use ETFs and mutual funds. Primary custodian: Charles Schwab.
Team overview
-- AVG AGE
$178.4M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
4.7 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
B
BRYAN NICHOLAS GARRIS
Chief Compliance Officer, Investment Advisor Representative
- CRD
- #5386345
- Ownership
- Less than 5%
Available
Available
Available
Showing 1 of 1 owners & executives
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K
Kaela Anne Alba
Advisor
- CRD
- #7902250
Available
Available
Available
N
NICK T GARRIS JR.
Financial Advisor
- CRD
- #1024726
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $515,684,497 | $339,266 |
| Non-Discretionary | $19,517,958 | $1,626,497 |
| Total | $535,202,455 | $349,349 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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| Available | Available | Available | Available | Available | Available |
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