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TriaGen Wealth Management Employee Directory

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.

Find TriaGen Wealth Management employees' phone numbers or email addresses

TriaGen Wealth Management Global Highlights

Location
Employees

North America
5

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  • United States Of America
    5

Europe
2

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  • Netherlands
    1
  • Italy
    1

TriaGen Wealth Management's Leadership

  • Stylized image of a person
    F. R.
    Freelancer
    Mobile Phone

TriaGen Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from TriaGen Wealth Management

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    F. R.
    Freelancer
    Mobile Phone
    ItalyVerona
    May 30, 2026

Frequently Asked Questions

What is TriaGen Wealth Management known for?

Minus sign iconPlus sign iconTriaGen Wealth Management was founded in 2020 operates in the Financial Services industry. Explore TriaGen Wealth Management's company overview page for more information.

What is TriaGen Wealth Management's most common email format?

Minus sign iconPlus sign iconTriaGen Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more TriaGen Wealth Management email formats with LeadIQ.

How many employees does TriaGen Wealth Management have currently?

Minus sign iconPlus sign iconTriaGen Wealth Management has approximately 4 employees as of August 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are TriaGen Wealth Management's key employees and leadership?

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As of August 2026, TriaGen Wealth Management's key employees include:

  • Freelancer: F. R.

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