Kaela A. Alba

TRIAGEN WEALTH MANAGEMENT LLC

Calabasas, CA 91302

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CRD#: 7902250

Professional summary

Kaela Anne Alba, who also goes by Kaela Kaela Knutson-huffman, is a registered financial advisor currently at TRIAGEN WEALTH MANAGEMENT LLC located in Calabasas, California.

Kaela is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Kaela has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kaela Kaela Knutson-Huffman

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

10/2015 Independent Licensed Insurance Agent; Investment Related; California; Accident & Health of Sickness, Life

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kaela Anne Alba's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 23, 2024 - Present

TRIAGEN WEALTH MANAGEMENT LLC

Office #1: 23801 Calabasas Road Suite 1010, Calabasas, CA 91302

RIA

CRD#: 308457

Calabasas, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TRIAGEN WEALTH MANAGEMENT LLC

CRD#: 308457 / SEC#: 801-118681

RIA

Registered Investment Advisory firm - (5/8/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(10/23/2024)

IAR

Texas
(10/28/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/23/2024

Uniform Investment Adviser Law Examination

Current Firm

TRIAGEN WEALTH MANAGEMENT LLC

CRD#: 308457 / SEC#: 801-118681

RIA

Registered Investment Advisory firm - (5/8/2020 Approved)

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Contact information

Main Address

23801 Calabasas Road Suite 1010, Calabasas, CA 91302

Mailing Address

Phone number

(818) 732-8553

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TRIAGEN WEALTH MANAGEMENT LLC - DISCLOSURE BROCHURE (2/25/2025)

Regulatory assets under management

Total Number of Accounts	1,422
AUM (Assets Under Management)	$ 473,557,825

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Kaela A. Alba

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kaela Anne Alba's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRIAGEN WEALTH MANAGEMENT LLC

Primary Firm SEC Registration

TRIAGEN WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/23/2024

Current Firm

TRIAGEN WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TRIAGEN WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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