Trivera Wealth Management, LLC

Overview

Trivera Wealth Management, LLC is a newly formed limited liability company that registered with the SEC in 2026 and is owned by an individual. The firm bills advisory services on a percentage-of-AUM basis and describes its core activities as financial planning and discretionary portfolio management across individual, small-business, and institutional/business clients. The firm also lists pension consulting services among its advisory capabilities. The snapshot flags Trivera as unclassified and notes it is not a capital allocator, not an active ESG investor, not a multi-state advisor, and not a related adviser. The client base is not specified in the available record.

Assets & Accounts

Location & Offices