TriaGen Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$520,876,838
Clients
347
Advisors
3
of 5 employees
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
Expertise
Fee options
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.
Registered representatives earn commissions on securities transactions and insurance products, including variable annuities, separate from advisory fees.
Monthly fee not to exceed $300 for targeted financial planning services.
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
23801 Calabasas Road, Suite 1010
Calabasas CA 91302
Advisors at this office
3
Most active in
Arizona · California · Colorado · Florida · Idaho · Illinois · New Hampshire · New Jersey · New York · Oregon · Texas · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
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.
Kaela A
CFP®, Series 65
Calabasas, CA
TriaGen Wealth Management LLC
Kaela Alba is a CFP® and Series 65 credentialed advisor with one year of industry experience. She is currently with TriaGen Wealth Management LLC and has prior experience at KeyBank. Alba is also an independent licensed insurance agent specializing in accident and health insurance as well as life insurance in California. TriaGen Wealth Management serves individual and high-net-worth clients, pension plans, and charitable organizations by providing portfolio management, financial planning, and consulting services. The firm employs a range of investment strategies and instruments, including derivatives and digital assets, and manages approximately $535 million in client assets.
Bryan G
CFP®, Series 66
Calabasas, CA
TriaGen Wealth Management LLC
Bryan Garris is a CFP® designated financial advisor with 18 years of industry experience. He is currently associated with TriaGen Wealth Management LLC and M.S. Howells & Co., having previously spent 12 years at UBS Financial Services Inc. He is also an owner of G5 Endeavors, Inc., which manages his affiliated RIA firm. TriaGen Wealth Management serves individual and high-net-worth clients, pension plans, and charitable organizations by providing portfolio management, financial planning, and consulting services. The firm employs a diverse set of investment strategies and tools tailored to client objectives and manages approximately $535 million in client assets.
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