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TRIVEST INVESTMENT ADVISORS, LLC

CORAL GABLES, FL · CRD 161432 · IAPD ↗ · 305-858-2200

$6.01BRegulatory AUM
73Advisory reps
100Employees
0Clients
n/aPlanning clients
19Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — TRIVEST INVESTMENT ADVISORS, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
62
April 2026 — TRIVEST INVESTMENT ADVISORS, LLC grew from 66 to 73 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2025 — TRIVEST INVESTMENT ADVISORS, LLC grew from 45 to 66 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.