Trevian Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 31, 2026, reports $616M in regulatory assets under management, 4 employees, 2 offices, and 746 accounts.
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 48.8% of total clients.
Top client categories% of clientsClients
1
HNWI
48.8%
81
2
Corporations
27.7%
46
3
Pension Plans
13.3%
22
4
Individuals
9.0%
15
5
Pooled Investment Vehicles
1.2%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$616Mas of March 31, 2026
Discretionary100.0%
$616M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$616M
Total Accounts746
10Y AUM Change+$457M (+288.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee42:1
10Y Employee Change+2 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.