Trevian Wealth Management, LLC

RIASEC Registered

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 independent, individual-owned registered investment advisory firm that positions itself as both a portfolio manager and a capital allocator for private clients and select institutional relationships. The firm is SEC registered (year of registration: 2021) and charges a mix of percentage-of-AUM and fixed fees. Its advisory work centers on portfolio management for individuals and small businesses and on sourcing and selecting third‑party managers. Trevian also acts as a sponsor/GP and managing member of pooled investment vehicles. The firm is not identified as an active ESG investor.