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
http://www.trevianwealth.com/
By the Numbers
  • Total Assets Under Management
    500
    MILLION
  • Total Number of Accounts
    548
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA, MA, NH, TN, TX

Financial Advisors at Trevian Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Philip Swisher, financial advisor Weston MA
Philip A. Swisher
CRD#: 4638218
Weston, MA

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, financial advisor Weston MA
Daniel F. Hession
CRD#: 6810243
Weston, MA

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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