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TRILLIUM WEALTH LLC

WINTER PARK, FL · CRD 341186 · IAPD ↗ · trillium-wealth.com · 321-295-8492

$544.6MRegulatory AUM
7Advisory reps
13Employees
0Clients
251-500Planning clients
0Private funds
15States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
August 2026 — TRILLIUM WEALTH LLC now reports custody of client assets ($50.9M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
73
August 2026 — TRILLIUM WEALTH LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
April 2026 — TRILLIUM WEALTH LLC (WINTER PARK, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 7 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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