Triagen Wealth Management Llc
- Regulatory AUM
- $535M
- Discretionary
- $516M
- Clients
- 351
- Avg AUM / client
- $1.5M
- Accounts
- 1,532
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 03, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 240 | $114M | 21.3% |
| High net worth individuals | 107 | $407M | 76.0% |
| Pension and profit sharing plans | 4 | $14.3M | 2.68% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bryan Nicholas Garris | Chief Compliance Officer | CFP | Mar 2020 (6y) | ≈ 37.5% – 75% via G5 Endeavors Inc |
| Nick T Garris | Owner | Mar 2020 (6y) | ≈ 37.5% – 75% via G&G 8181 Partners Inc. | |
| Kaela Anne Alba | Registered representative | CFP | Oct 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| G5 Endeavors Inc | Owner | Mar 2020 | A | 50% – 75% |
| G&G 8181 Partners Inc. | Owner | Mar 2020 | A | 50% – 75% |
Estimated effective ownership (look-through of filed bands):
- Bryan Nicholas Garris: 75% – 100% of G5 Endeavors Inc × 50% – 75% direct ≈ 37.5% – 75% of the firm
- Nick T Garris: 75% – 100% of G&G 8181 Partners Inc. × 50% – 75% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/03/2026 | 906 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $520M (97% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 03, 2026.
View current Form ADV (SEC/IAPD) ↗