Trillium Wealth LLC

RIASEC RegisteredEst. 2026

Total AUM

$545M

Discretionary

$545M

100% of AUM

Avg account

$319K

Accounts

1,708

Employees

Advisory reps

Firm details

Headquarters: Winter Park, Florida
CRD number: 341186
Registered since: March 26, 2026
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI61.45%
Individuals36.46%
Corporations / Businesses2.02%
Charitable Organizations0.08%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Trillium Wealth LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2026 and functions as a capital allocator for both individual/family and institutional clients. The firm charges a mix of asset-based fees and fixed fees and provides financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Trillium identifies as an active ESG investor, integrating environmental, social, or governance considerations into its investment approach while also deploying client capital into third-party managers.