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Building 2TREVIAN WEALTH MANAGEMENT, LLC

Map pin
Phone847-347-3000
NotebookSEC #801-121077
Total AUM
$615.5M
Employees
4
Clients
166

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
847-347-3000
Other Offices
2

ReceiptFinancials

Total AUM
$615.5M
Accounts
746
Discretionary
$615.5M
Accounts
746
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
15
AUM
$7.2M
HNW Individual Clients
81
AUM
$500M
Pooled Vehicle Clients
2
AUM
$11.8M
Pension/Profit Sharing Plan Clients
22
AUM
$3.8M
Corporation or Business Clients
46
AUM
$92.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMANHNYTNTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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