Trevian Wealth Management, LLC

Trevian Wealth Management, LLC (CRD# 174412) is a financial advisory firm headquartered in , . They manage $9,754,553 in 27 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    27
    ACCOUNTS
  • Average Account Value
    $361,280
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Trevian Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Philip A. Swisher
CRD#: 4638218
Weston, MA
93
Wealthminder
score

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.

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