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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 9, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SWISHER, PHILIP, A | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SWISHER, PHILIP, A | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SWISHER, PHILIP, A | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SWISHER, PHILIP, A | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SWISHER, PHILIP, A | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SWISHER, PHILIP, A | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SWISHER, PHILIP, A | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SWISHER, PHILIP, A | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SWISHER, PHILIP, A | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SWISHER, PHILIP, A | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SWISHER, PHILIP, A | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SWISHER, PHILIP, A | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SWISHER, PHILIP, A | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SWISHER, PHILIP, A | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SWISHER, PHILIP, A | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SWISHER, PHILIP, A | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SWISHER, PHILIP, A | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Oct 9, 2025 REGISTERED
Notice Filings (7)
CA FL MA NH NY TN TX
Address
Phone: 847-347-3000