Insights

Growing Asset Base TriaGen Wealth Management has been actively investing in diverse assets including stakes in Take-Two Interactive, Carnival, Bristol-Myers Squibb, and Pinnacle West Capital, indicating a potential opportunity to offer tailored investment management services or alternative asset options to enhance their portfolio.

Recent Expansion Since launching as a registered investment adviser in 2020, TriaGen has demonstrated growth and commitment to providing comprehensive financial planning, presenting a chance to introduce advanced financial planning tools, compliance solutions, or client engagement platforms to support their service expansion.

Tech Stack Utilization Utilizing technology such as Google Cloud, Google Analytics, and WP Engine suggests an openness to innovative digital solutions, offering prospects to introduce fintech integrations, data analytics, or digital marketing enhancements to optimize their client outreach and operational efficiency.

Market Focus Operating in the competitive financial advisory space with a modest team of 2-10 employees and revenue between 1M and 10M presents opportunities to provide scalable solutions like CRM systems, talent development, or automated advisory tools to support their growth trajectory.

Client Engagement Position Their emphasis on focusing on controllable factors and participating in industry events indicates a proactive approach to client relationships, opening doors for client engagement platforms, educational content services, or personalized communication tools to strengthen client loyalty.

TriaGen Wealth Management Tech Stack

TriaGen Wealth Management uses 8 technology products and services including Google Fonts API, Google Cloud, JSON-LD, and more. Explore TriaGen Wealth Management's tech stack below.

  • Google Fonts API
    Font Scripts
  • Google Cloud
    Infrastructure As A Service
  • JSON-LD
    Javascript Frameworks
  • jQuery
    Javascript Libraries
  • Google Maps
    Maps
  • WP Engine
    Platform As A Service
  • Animate.css
    UI Frameworks
  • Google Analytics
    Web Analytics

Media & News

TriaGen Wealth Management's Email Address Formats

TriaGen Wealth Management uses at least 1 format(s):
TriaGen Wealth Management Email FormatsExamplePercentage
First.Last@triagenwealth.comJohn.Doe@triagenwealth.com
83%
First.Middle@triagenwealth.comJohn.Michael@triagenwealth.com
17%

Frequently Asked Questions

Where is TriaGen Wealth Management's headquarters located?

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TriaGen Wealth Management's main headquarters is located at 23801 Calabasas Road Suite 1010 Calabasas, California 91302 United States. The company has employees across 2 continents, including North AmericaEurope.

What is TriaGen Wealth Management's official website and social media links?

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TriaGen Wealth Management's official website is triagenwealth.com and has social profiles on LinkedIn.

What is TriaGen Wealth Management's NAICS code?

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TriaGen Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does TriaGen Wealth Management have currently?

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As of February 2026, TriaGen Wealth Management has approximately 4 employees across 2 continents, including North AmericaEurope. Key team members include Freelancer: F. R.. Explore TriaGen Wealth Management's employee directory with LeadIQ.

What industry does TriaGen Wealth Management belong to?

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TriaGen Wealth Management operates in the Financial Services industry.

What technology does TriaGen Wealth Management use?

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TriaGen Wealth Management's tech stack includes Google Fonts APIGoogle CloudJSON-LDjQueryGoogle MapsWP EngineAnimate.cssGoogle Analytics.

What is TriaGen Wealth Management's email format?

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TriaGen Wealth Management's email format typically follows the pattern of First.Last@triagenwealth.com. Find more TriaGen Wealth Management email formats with LeadIQ.

When was TriaGen Wealth Management founded?

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TriaGen Wealth Management was founded in 2020.

TriaGen Wealth Management

Financial ServicesCalifornia, United States2-10 Employees

Securities are offered through M.S. Howells & Co. a registered broker/dealer and Member of FINRA/SIPC.  Investment advisory services are offered through Triagen Wealth Management, LLC., an SEC registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Triagen Wealth Management, LLC. and M.S. Howells & Co. are not affiliated.  This site is published for residents of the United States only. Registered Representatives of M.S. Howells & Co. and Triagen Wealth Management, LLC. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither of M.S. Howells & Co. or Triagen Wealth Management, LLC, provides legal or tax advice. For additional information, please contact our Compliance department www.mshowells.com. Check the background of the investment professional on https://brokercheck.finra.org/.

 

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision. This information is designed to provide general information on the subjects covered. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement.

CA Insurance Licenses: Nick Garris #0A61349, Orlo Elfes #0B31283, Bryan Garris #0G33503

Section iconCompany Overview

Headquarters
23801 Calabasas Road Suite 1010 Calabasas, California 91302 United States
NAICS Code
52 - Finance and Insurance
Founded
2020
Employees
2-10

Section iconFunding & Financials

  • $1M$10M

    TriaGen Wealth Management's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    TriaGen Wealth Management's revenue is estimated to be in the range of $1M$10M

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