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TREVIAN WEALTH MANAGEMENT, LLC

· CRD 174412 · IAPD ↗ · trevianwealth.com · 847-347-3000

$615.5MRegulatory AUM
2Advisory reps
4Employees
1Clients
n/aPlanning clients
2Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
December 2025 — TREVIAN WEALTH MANAGEMENT, LLC notice-filed in FL, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
December 2025 — TREVIAN WEALTH MANAGEMENT, LLC added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
April 2024 — TREVIAN WEALTH MANAGEMENT, LLC notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — TREVIAN WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($409.6M -> $500.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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