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).
Total Assets Under Management10MILLION
Total Number of Accounts27ACCOUNTS
Average Account Value$361,280
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Philip Swisher (CRD# 4638218) is an Investment Advisor Representative working at Trevian Wealth Management, LLC in Weston, MA and has over 6 years of experience in the finance industry.