Triagen Wealth Management LLC
TriaGen Wealth Management LLC is an independent registered investment adviser based in Calabasas, California. Founded to serve individuals, families, and businesses, the firm specializes in comprehensive financial planning, portfolio management, and asset protection strategies. With a team of 4 employees, they provide customized financial solutions to high net worth and other individual clients, emphasizing education and a holistic approach to wealth management. The firm currently manages approximately $375 million in assets.
Investment Strategy
TriaGen Wealth Management takes a personalized, goals-based approach to wealth management, employing a three-phase process: discovery, implementation, and ongoing optimization. The firm works closely with clients to clarify their financial goals, design custom strategies, and coordinate with tax and legal advisors. Investment solutions are tailored to individual needs with continuous monitoring, portfolio stress testing, and adjustments to provide clients financial peace of mind and help them build lasting multi-generational legacies.
Top Holdings
Equity Positions (180)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 10.75% | $41.2M | 161,904 | $194.01 | $254.63 | +$7.9M |
D DIVI | FRANKLIN TEMPLETON ETF TR | 5.64% | $21.6M | 579,521 | $30.34 | $37.31 | +$4.9M |
V VO | VANGUARD INDEX FDS | 3.95% | $15.1M | 51,492 | $222.46 | $293.74 | +$1.2M |
S SCHG | SCHWAB STRATEGIC TR | 3.19% | $12.2M | 383,491 | $16.81 | $31.91 | +$1.2M |
M MGC | VANGUARD WORLD FD | 3.03% | $11.6M | 47,552 | $146.07 | $244.09 | +$1.0M |