Trevian Wealth Management, LLC
Trevian Wealth Management, LLC is an SEC-registered wealth manager with $615.5M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Trevian Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 174412, SEC 801-121077, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $615.5M (2026-03-31)
- Firm type
- Wealth Manager
- Employees
- 4
- Clients
- 166
- CRD
- 174412
- Ownership
- SWISHER, PHILIP, A
How much AUM does Trevian Wealth Management, LLC have?
Trevian Wealth Management, LLC reported $615.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Trevian Wealth Management, LLC?
Disclosed owners and executives of Trevian Wealth Management, LLC include SWISHER, PHILIP, A. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.