TREVIAN WEALTH MANAGEMENT, LLC
CRD #174412 SEC #801-121077 847-347-3000
SEC Registered Private Funds
Total AUM
$549.9M
Discretionary
$549.9M
Employees
4
Clients
--
Accounts
627
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $549.9M | $549.9M | $0 | 4 | 1 |
| Sep 2025 | $549.9M | $549.9M | $0 | 4 | 1 |
| Sep 2025 | $549.9M | $549.9M | $0 | 4 | 1 |
| May 2025 | $549.9M | $549.9M | $0 | 4 | 1 |
| May 2025 | $549.9M | $549.9M | $0 | 4 | 1 |
| Mar 2025 | $549.9M | $549.9M | $0 | 4 | 1 |
| Mar 2024 | $500.3M | $500.3M | $0 | 4 | 4 |
| Mar 2023 | $409.6M | $409.6M | $0 | 4 | 4 |
| Oct 2022 | $241.3M | $241.3M | $0 | 3 | 4 |
| Oct 2022 | $241.3M | $241.3M | $0 | 3 | 4 |
| Mar 2022 | $241.3M | $241.3M | $0 | 3 | 4 |
| Sep 2021 | $158.5M | $158.5M | $0 | 3 | 5 |
| Aug 2021 | $158.5M | $158.5M | $0 | 3 | 5 |
| May 2021 | $158.5M | $158.5M | $0 | 2 | 5 |
| Apr 2021 | $158.5M | $158.5M | $0 | 2 | 5 |
| Mar 2021 | $158.5M | $158.5M | $0 | 2 | 5 |
DateOct 2025
Total AUM$549.9M
Discretionary$549.9M
Non-Disc.$0
Employees4
Clients1
DateSep 2025
Total AUM$549.9M
Discretionary$549.9M
Non-Disc.$0
Employees4
Clients1
DateSep 2025
Total AUM$549.9M
Discretionary$549.9M
Non-Disc.$0
Employees4
Clients1
DateMay 2025
Total AUM$549.9M
Discretionary$549.9M
Non-Disc.$0
Employees4
Clients1
DateMay 2025
Total AUM$549.9M
Discretionary$549.9M
Non-Disc.$0
Employees4
Clients1
DateMar 2025
Total AUM$549.9M
Discretionary$549.9M
Non-Disc.$0
Employees4
Clients1
DateMar 2024
Total AUM$500.3M
Discretionary$500.3M
Non-Disc.$0
Employees4
Clients4
DateMar 2023
Total AUM$409.6M
Discretionary$409.6M
Non-Disc.$0
Employees4
Clients4
DateOct 2022
Total AUM$241.3M
Discretionary$241.3M
Non-Disc.$0
Employees3
Clients4
DateOct 2022
Total AUM$241.3M
Discretionary$241.3M
Non-Disc.$0
Employees3
Clients4
DateMar 2022
Total AUM$241.3M
Discretionary$241.3M
Non-Disc.$0
Employees3
Clients4
DateSep 2021
Total AUM$158.5M
Discretionary$158.5M
Non-Disc.$0
Employees3
Clients5
DateAug 2021
Total AUM$158.5M
Discretionary$158.5M
Non-Disc.$0
Employees3
Clients5
DateMay 2021
Total AUM$158.5M
Discretionary$158.5M
Non-Disc.$0
Employees2
Clients5
DateApr 2021
Total AUM$158.5M
Discretionary$158.5M
Non-Disc.$0
Employees2
Clients5
DateMar 2021
Total AUM$158.5M
Discretionary$158.5M
Non-Disc.$0
Employees2
Clients5