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TREVIAN WEALTH MANAGEMENT, LLC
CRD 174412 · SEC 801-121077
CA, United States
Phone
847-347-3000
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$615.5M
Discretionary AUM
$615.5M
Team
4 total employees; 2 advisory reps; 1 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 15 | $7.2M |
| High net worth individuals | 81 | $500.0M |
| Pooled investment vehicles | 2 | $11.8M |
| Pension/profit sharing plans | 22 | $3.8M |
| Corporations/business entities | 46 | $92.7M |
States served
CA, MA, NY, TN, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD