Trevian Wealth Management, LLC
SEC RegisteredOptimizing the personal finances of entrepreneurs and investors
About the firm
Trevian Wealth Management offers independent, fiduciary financial advice to carefully selected individuals and families, with a focus on entrepreneurs and investors. The firm endeavors to optimize every part of a client's personal finances on an ongoing basis, with particular emphasis on major life inflection points. It combines in-house expertise with a network of trusted specialists.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive personal finance optimization including asset allocation, asset location, carried interest, cash management, education, estate planning, healthcare, insurance, liability management, liquidity management, private company stock, real estate, restricted stock, retirement, spend analysis, stock options, taxes, and trusts. The firm also advises on concentrated holdings of private company stock, stock options, restricted stock, carried interest, and GP/LP structures, and partners with clients' existing tax, legal, and other advisors.
Who they serve
Carefully selected individuals and families, with a focus on entrepreneurs and investors
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 15 | $7.2M |
| High Net Worth Individuals | 81 | $500M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 2 | $12M |
| Charitable Organizations | 22 | $3.8M |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $3,000,000 | 1.20% |
| Next $3,000,000 | 1.00% |
| Next $14,000,000 | 0.70% |
| Above $20,000,000 | 0.50% |
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Trevian Wealth Management, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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