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TREBUCHET CONSULTING, LLC

PITTSBURGH, PA · CRD 166645 · IAPD ↗ · trebuchetconsultingllc.com · 412-388-0715

$1.08BRegulatory AUM
7Advisory reps
7Employees
39Clients
251-500Planning clients
0Private funds
20States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
May 2026 — TREBUCHET CONSULTING, LLC notice-filed in LA, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
30
April 2026 — TREBUCHET CONSULTING, LLC changed its website from trebuchetconsulting.com to trebuchetconsultingllc.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
85
April 2026 — TREBUCHET CONSULTING, LLC crossed $1B in regulatory AUM ($921.4M -> $1.08B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
January 2026 — TREBUCHET CONSULTING, LLC notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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