TRILLIUM WEALTH LLC

Overview

Trillium Wealth LLC is organized as a limited liability company and, according to FINTRX, is a newly formed, individual-owned adviser that registered with the SEC in 2026. The firm’s advisory mandate centers on individual and small-business wealth management: financial planning, portfolio management for individuals/small businesses, pension consulting services, and the selection of other advisers. FINTRX marks the firm as a capital allocator, and its stated fee model combines percentage-of-AUM charges with fixed fees. The database also records an industry affiliation with an insurance company and indicates that the firm is not an active ESG investor.

Assets & Accounts

Location & Offices