Trevian Wealth Management, LLC

RIASEC RegisteredEst. 2021

Total AUM

$616M

Discretionary

$616M

100% of AUM

Avg account

$825K

Accounts

746

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 174412
Registered since: April 30, 2021
Website: www.trevianwealth.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI81.23%
Corporations / Businesses15.07%
Pooled Investment Vehicles1.92%
Individuals1.17%
Pension & Profit Sharing Plans0.61%
Services: Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Trevian Wealth Management, LLC is an SEC-registered limited liability company that operates as a fee-based wealth manager and capital allocator. The firm, formed as an individual-owned entity and registered in 2021, serves both individual/family and institutional clients and charges a mix of percentage-of-AUM and fixed fees. Core advisory activities include discretionary portfolio management for individuals and small businesses and the selection of third-party advisers. The firm is identified as an allocator to external managers and also acts as a sponsor/GP/managing member of pooled investment vehicles, which aligns with its internally advised private funds. According to its filings, Trevian is not classified as an active ESG investor, is not designated as a multi-state adviser, and does not function as a pension consultant or related adviser.