Trivium Point Advisory, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Wilton, CT. Its latest Form ADV filing, dated March 6, 2026, reports $1.6B in regulatory assets under management, 38 employees, 2 offices, and 2,348 accounts.
Assets Under Management
$1.6B
Employees
38
Offices
2 offices
Total Clients
850
Primary office
WILTON, CT
40 DANBURY ROAD, SUITE 301, WILTON, CT, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 54.9% of total clients.
Top client categories% of clientsClients
1
Individuals
54.9%
467
2
HNWI
37.5%
319
3
Pension Plans
7.3%
62
4
Charitable
0.2%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.6Bas of March 6, 2026
Discretionary89.5%
$1.5B
89% of total RAUM89.5%
Non-discretionary10.5%
$171M
11% of total RAUM10.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.6B
Total Accounts2,348
10Y AUM Change+$1.6B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees38
Clients per Employee22:1
10Y Employee Change+37 (+3700.0%)
* 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.