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TRIVIUM POINT ADVISORY, LLC

WILTON, CT · CRD 292182 · IAPD ↗ · (203) 221-3085

$1.63BRegulatory AUM
12Advisory reps
38Employees
0Clients
1-10Planning clients
0Private funds
16States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — TRIVIUM POINT ADVISORY, LLC shrank from 23 to 12 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
70
April 2026 — TRIVIUM POINT ADVISORY, LLC now reports custody of client assets ($155.3M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
50
December 2025 — TRIVIUM POINT ADVISORY, LLC moved its main office from WESTPORT, CT to WILTON, CT.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
55
April 2025 — TRIVIUM POINT ADVISORY, LLC added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2025 — TRIVIUM POINT ADVISORY, LLC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
79
April 2025 — TRIVIUM POINT ADVISORY, LLC grew from 14 to 23 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
April 2025 — TRIVIUM POINT ADVISORY, LLC crossed $1B in regulatory AUM ($716.2M -> $1.49B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
47
October 2024 — TRIVIUM POINT ADVISORY, LLC notice-filed in GA, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
51
September 2024 — TRIVIUM POINT ADVISORY, LLC notice-filed in MD, NC, PA, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
September 2024 — TRIVIUM POINT ADVISORY, LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
February 2024 — TRIVIUM POINT ADVISORY, LLC added office(s): 0 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
78
February 2024 — TRIVIUM POINT ADVISORY, LLC grew from 4 to 14 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.