TriaGen Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, and insurance. Financial planning was provided to 251–500 clients last fiscal year.
TriaGen Wealth Management reports 351 clients. They include 240 individual clients, 107 high-net-worth individuals, and 4 pension and profit-sharing plans. Of its assets, 96.4% ($516M across 1,520 accounts) are managed with discretion; $19.5M across 12 accounts are not. It advised 2 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 68% | 21% |
| High-net-worth individuals | 30% | 76% |
| Pension and profit-sharing plans | 1% | 3% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 240 | $114M | 21.3% | $476K |
| High-net-worth individuals | 107 | $407M | 76.0% | $3.8M |
| Pension and profit-sharing plans | Fewer than 5 | $14.3M | 2.7% | $3.58M |
| Total | 351 | $535M | 100% | — |
- Clients
- 240
- Regulatory AUM
- $114M
- AUM share
- 21.3%
- Avg. per client
- $476K
- Clients
- 107
- Regulatory AUM
- $407M
- AUM share
- 76.0%
- Avg. per client
- $3.8M
- Clients
- Fewer than 5
- Regulatory AUM
- $14.3M
- AUM share
- 2.7%
- Avg. per client
- $3.58M
Total
- Clients
- 351
- Regulatory AUM
- $535M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 2
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
TriaGen Wealth Management charges up to 1.50% a year for its Portfolio Management Services. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Consulting Services
- Fixed fees, negotiable, range from $2,500 to $30,000.
- Financial Planning Services
- Fixed fee generally $2,500 to $30,000, negotiable; targeted planning is a monthly fee not to exceed $300.
G5 Endeavors Inc owns 50% to 75% of TriaGen Wealth Management and is in turn owned by Bryan Garris (75% or more). The leadership team of TriaGen Wealth Management includes Chief Compliance Officer Bryan Garris. It has 5 employees, 3 of them in advisory roles.
Staff
- 5 employees
- 3 in advisory functions
- 3 state-registered reps
- 1 broker-dealer rep
- 2 insurance agents
- Owns 50% to 75% of Triagen Wealth Management LLC
G5 Endeavors Inc
Control person · since March 2020
- Owns 75% or more of G5 Endeavors Inc
Bryan Garris
Control person · since March 2020
- Owns 50% to 75% of Triagen Wealth Management LLC
G&G 8181 Partners Inc.
Control person · since March 2020
- Owns 75% or more of G&G 8181 Partners Inc.
Nick Garris Jr.
Control person · since March 2020
TriaGen Wealth Management’s regulatory assets grew 1.7× from $318M (April 2021) to $535M (March 2026); clients rose from 282 to 351 and employees from 4 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $535M | 351 | 5 | 1 |
| Jun 2025June 2025 | $474M | 338 | 4 | 1 |
| Apr 2024April 2024 | $375M | 332 | 4 | 1 |
| Mar 2023March 2023 | $288M | 324 | 5 | 1 |
| May 2022May 2022 | $341M | 309 | 4 | 1 |
| Apr 2021April 2021 | $318M | 282 | 4 | 1 |
Besides its headquarters, TriaGen Wealth Management has 0 offices, with 1 listed address in 1 state.
California · 1 listed address
- 23801 Calabasas Road, Suite 1010, CalabasasHQ
Contact and registration details
- Legal name
- Triagen Wealth Management LLC
- Headquarters
- 23801 Calabasas Road, Suite 1010, Calabasas, CA 91302
- Website
- triagenwealth.com
- Phone
- 818-732-8553
- @triagen-wealth-management
- SEC file
- 801-118681
- Founded
- 2020
- Structure
- Delaware LLC
- Fiscal year end
- December
TriaGen Wealth Management’s named custodian for separately managed accounts is Charles Schwab ($520M). TriaGen Wealth Management has custody of $215M for 192 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $520M100%
At year end, TriaGen Wealth Management’s separately managed accounts were largely in funds (45%) and stocks (42%). Its reported 13F holdings for the quarter ended 30 June 2026 total $400M across 185 positions; the largest are Apple Inc. (7.5%), Franklin Templeton ETF TR (6.5%) and iShares TR (4.6%).
What the accounts hold
- Stocks42%
- Funds45%
- Bonds2%
- Cash11%
How many clients does TriaGen Wealth Management have?
TriaGen Wealth Management has 351 clients and manages $535 million for them, as of March 2026. They include 240 individual clients, 107 high-net-worth individuals, and 4 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 3 March 2026
What services does TriaGen Wealth Management offer?
TriaGen Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does TriaGen Wealth Management charge?
TriaGen Wealth Management charges up to 1.50% a year for its Portfolio Management Services. The fee is billed in advance and is negotiable.
Source: TRIAGEN WEALTH MANAGEMENT LLC - DISCLOSURE BROCHURE, filed 3 March 2026
Which custodians does TriaGen Wealth Management use?
TriaGen Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $520M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 3 March 2026
How many financial advisors does TriaGen Wealth Management have?
TriaGen Wealth Management has 3 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does TriaGen Wealth Management invest in?
At the end of its last fiscal year, TriaGen Wealth Management’s separately managed accounts held 45% registered funds (mutual funds, ETFs, BDCs), 42% exchange-traded equities, 11% cash and equivalents and 2% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns TriaGen Wealth Management?
TriaGen Wealth Management is owned through holding companies by Bryan Garris and Nick Garris Jr. Its direct owners are G5 Endeavors Inc (50% to 75%) and G&G 8181 Partners Inc. (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 3 March 2026
How does TriaGen Wealth Management get paid?
TriaGen Wealth Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact TriaGen Wealth Management?
TriaGen Wealth Management’s main office is at 23801 Calabasas Road, Suite 1010, Calabasas, CA 91302. Its phone number is 818-732-8553. Its website is triagenwealth.com.