TriaGen Wealth Management Email Format

Financial ServicesCalifornia, United States2-10 Employees

TriaGen Wealth Management is a financial services firm based in Calabasas, California, offering investment advisory services through Triagen Wealth Management, LLC, and securities transactions through M.S. Howells & Co., a registered broker-dealer. The two entities operate independently, with Triagen Wealth Management, LLC registered as an SEC investment adviser and M.S. Howells & Co. as a FINRA/SIPC member. 

The practice appears to serve individuals and families seeking comprehensive financial planning and ongoing asset management, supported by a securities channel through its broker-dealer partner. It traces its advisory registration to 2020, marking its formal establishment as an SEC-registered adviser. In 2025, the firm participated in an industry event titled TriaGen: Focus, signaling ongoing engagement with clients and peers in the financial services sector.

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