TriaGen Wealth Management LLC

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Client assets under management

$520,876,838

Clients

347

31% high-net worth

Advisors

of 5 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

116

Very High

Average account size

$1,501,086

About

TriaGen Wealth Management serves individual and high‑net‑worth clients as well as pension plans and charitable organizations, offering discretionary and non‑discretionary portfolio management, model portfolios, financial planning, and financial consulting. The firm reports managing roughly $535 million in client assets across discretionary and non‑discretionary accounts and may utilize sub‑advisers or third‑party money managers for portions of client portfolios.

The firm tailors investment advice to client objectives and may implement a wide range of strategies — including fundamental and technical analysis, long‑ and short‑term trading, and modern portfolio theory — while using instruments such as options, derivatives, leveraged ETFs, short sales, and margin transactions where appropriate. TriaGen discloses the use of model portfolios, trading discretion when authorized, and the possibility of advising on or investing in digital assets, and it emphasizes monitoring and periodic reviews of accounts.

Compared with many peers, TriaGen’s brochure discloses several uncommon practices: the firm documents the use of derivatives and borrowing in client accounts, discusses performance/hypothetical performance and the use of performance results, and notes use of endorsements/testimonials and third‑party ratings in its materials. The brochure also highlights structural features that can affect conflicts of interest — advisers are registered representatives of a broker‑dealer and licensed insurance agents who may earn commissions — and it describes operational elements such as required Schwab custody and the firm’s use of AI tools for internal client‑service functions.

Client services

Financial planning Portfolio management Pension consulting

Asset allocation services, advisory consulting

Expertise

Active portfolio management Options & derivatives strategies Annuities

Fee options

Fixed

Fixed fees for financial planning services generally range from $2,500 to $30,000 depending on complexity and scope; Financial consulting fixed fees range from $2,500 to $30,000.

Commissions

Registered representatives earn commissions on securities transactions and insurance products, including variable annuities, separate from advisory fees.

Subscriptions

Monthly fee not to exceed $300 for targeted financial planning services.

Other

Minimum fee: Minimum fee of $3,600 per year for Financial Planning Services only, which can be waived or lowered at the firm's discretion. Fee-only: Financial Planning fixed fees ranging from $2,500 to $30,000; Financial Consulting fixed fees ranging from $2,500 to $30,000; Monthly fee for targeted financial planning not to exceed $300/month.

Main office location

TriaGen Wealth Management LLC

23801 Calabasas Road, Suite 1010

Calabasas CA 91302, United States

Number of offices

Most active in

Arizona · California · Colorado · Florida · Idaho · Illinois · New Hampshire · New Jersey · New York · Oregon · Texas · Washington

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website 818-732-8553

Advisors at this firm

Nick G

Series 63, Series 65

Calabasas, CA

TriaGen Wealth Management LLC

Nick Garris is a financial advisor at TriaGen Wealth Management LLC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. from 2008 to 2020 before joining TriaGen in 2020. TriaGen Wealth Management is a registered investment adviser serving individuals, including high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm employs a tailored, suitability-based investment process and utilizes a range of strategies and instruments, including third-party money managers, model portfolios, and options trading, while integrating operational AI tools for client service and back-office functions.

Active portfolio management Options & derivatives strategies Annuities

Kaela A

CFP®, Series 65

Calabasas, CA

TriaGen Wealth Management LLC

Kaela Alba is a CFP® and holds a Series 65 license with one year of industry experience. She has worked at TriaGen Wealth Management LLC since 2022 and previously worked at KeyBank and Oregon State University. Alba is also an independent licensed insurance agent specializing in accident, health, sickness, and life insurance in California. TriaGen Wealth Management is a registered investment adviser managing approximately $474 million for around 334 clients, including individuals, pension and profit-sharing plans, and charitable organizations. The firm offers portfolio management, financial planning, and consulting services using a suitability-based process and a wide range of investment instruments, supported by third-party AI tools and a combination of in-house and external strategies.

Active portfolio management Options & derivatives strategies Annuities

Bryan G

CFP®, Series 66

Calabasas, CA

TriaGen Wealth Management LLC

Bryan Garris is a CFP® and Series 66 licensed financial advisor with 17 years of industry experience. He is currently a principal at TriaGen Wealth Management LLC and MS Howells & Co., having previously worked at UBS Financial Services Inc. for 12 years. Outside of his advisory roles, he is involved as an owner of G5 Endeavors, Inc., which manages the RIA operations of TriaGen Wealth Management. TriaGen Wealth Management is a registered investment adviser managing approximately $474 million for over 330 clients, including individuals, pension plans, and charitable organizations. The firm employs a tailored, suitability-based investment process and utilizes a range of strategies and instruments while integrating third-party AI tools for operational and client-service functions.

Active portfolio management Options & derivatives strategies Annuities

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