Trevian Wealth Management, LLC
Trevian Wealth Management, LLC (CRD# 174412) is a financial advisory firm headquartered in , . They manage $500,267,307 in 548 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
Trevian Wealth Management, LLC
By the Numbers
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Total Assets Under Management500MILLION
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Total Number of Accounts548ACCOUNTS
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Average Account Value$912,897
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, MA, NH, TN, TX
Financial Advisors at Trevian Wealth Management, LLC
1
Philip Swisher (CRD# 4638218) is an Investment Advisor Representative working at Trevian Wealth Management, LLC in Weston, MA and has over 7 years of experience in the finance industry.
2
Daniel Hession (CRD# 6810243) is an Investment Advisor Representative working at Trevian Wealth Management, LLC in Weston, MA and has 1 year of experience in the finance industry.
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