TREVIAN WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$615,516,865
Discretionary
$615,516,865
Non-discretionary
$0
Firm details
- CRD number
- 174412
- SEC file number
- 801-121077
- Employees
- 4
- SEC status
- Approved
- Website
- HTTP://WWW.TREVIANWEALTH.COM/
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.