TRIVIUM POINT ADVISORY, LLC

CRD #292182 SEC #801-112426 WILTON, CT (203) 221-3085

SEC Registered

Total AUM

$1.5B

Discretionary

$911.8M

Employees

Clients

Accounts

3,177

Firm Details

Organization Type: Limited Liability Company
State of Formation: Delaware
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Sep 19, 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
GERHARD, GEORGE, ROBERT	I	MANAGING PARTNER	NA	Control
GERHARD, GEORGE, ROBERT	I	MANAGING PARTNER	NA	Control
GERHARD, GEORGE, ROBERT	I	MANAGING PARTNER, CHIEF COMPLIANCE OFFICER	NA	Control
GERHARD, GEORGE, ROBERT	I	MANAGING PARTNER, CHIEF COMPLIANCE OFFICER	NA	Control
GERHARD, GEORGE, ROBERT	I	MANAGING PARTNER, CHIEF COMPLIANCE OFFICER	NA	Control
GERHARD, GEORGE, ROBERT	I	MANAGING PARTNER, CHIEF COMPLIANCE OFFICER	NA	Control
GERHARD, GEORGE, ROBERT	I	MANAGING PARTNER, CHIEF COMPLIANCE OFFICER	NA	Control
GERHARD, GEORGE, ROBERT	I	MANAGING PARTNER, CHIEF COMPLIANCE OFFICER	NA	Control
GERHARD, GEORGE, ROBERT	I	MANAGING PARTNER, CHIEF COMPLIANCE OFFICER	NA	Control
HALPER, DAVID, GRAD	I	MANAGING PARTNER	NA	Control
HALPER, DAVID, GRAD	I	MANAGING PARTNER	NA	Control
HALPER, DAVID, GRAD	I	MANAGING PARTNER	NA	Control
HALPER, DAVID, GRAD	I	MANAGING PARTNER	NA	Control
HALPER, DAVID, GRAD	I	MANAGING PARTNER	NA	Control
HALPER, DAVID, GRAD	I	MANAGING PARTNER	NA	Control
HALPER, DAVID, GRAD	I	MANAGING PARTNER	NA	Control
HALPER, DAVID, GRAD	I	MANAGING PARTNER	NA	Control
HALPER, DAVID, GRAD	I	MANAGING PARTNER	NA	Control
HALPER, DAVID, GRAD	I	MANAGING PARTNER	NA	Control
HALPER, DAVID, GRAD	I	MANAGING PARTNER	NA	Control
HALPER, DAVID, GRAD	I	MANAGING PARTNER	NA	Control
HALPER, DAVID, GRAD	I	MANAGING PARTNER	NA	Control
HALPER, DAVID, GRAD	I	MANAGING PARTNER	NA	Control
HALPER, DAVID, GRAD	I	MANAGING PARTNER	NA	Control
HALPER, DAVID, GRAD	I	MANAGING PARTNER	NA	Control
HALPER, DAVID, GRAD	I	MANAGING PARTNER	NA	Control
HALPER, DAVID, GRAD	I	MANAGING PARTNER	NA	Control
HALPER, DAVID, GRAD	I	MANAGING PARTNER	NA	Control
HALPER, DAVID, GRAD	I	MANAGING PARTNER	NA	Control
LAHAISE, JESSICA, E	I	CHIEF COMPLIANCE OFFICER	NA	Control
PAC, RON, ANDREW	I	MANAGING PARTNER	NA	Control
PAC, RON, ANDREW	I	MANAGING PARTNER	NA	Control
PAC, RON, ANDREW	I	MANAGING PARTNER	NA	Control
PAC, RON, ANDREW	I	MANAGING PARTNER	NA	Control
PAC, RON, ANDREW	I	MANAGING PARTNER	NA	Control
PAC, RON, ANDREW	I	MANAGING PARTNER	NA	Control
PAC, RON, ANDREW	I	MANAGING PARTNER	NA	Control
PAC, RON, ANDREW	I	MANAGING PARTNER	NA	Control
PAC, RON, ANDREW	I	MANAGING PARTNER	NA	Control
RAWISZER, LEE, SCOTT	I	MANAGING PARTNER	NA	Control
RAWISZER, LEE, SCOTT	I	MANAGING PARTNER	NA	Control
RAWISZER, LEE, SCOTT	I	MANAGING PARTNER	NA	Control
RAWISZER, LEE, SCOTT	I	MANAGING PARTNER	NA	Control
RAWISZER, LEE, SCOTT	I	MANAGING PARTNER	NA	Control
RAWISZER, LEE, SCOTT	I	MANAGING PARTNER	NA	Control
RAWISZER, LEE, SCOTT	I	MANAGING PARTNER	NA	Control
RAWISZER, LEE, SCOTT	I	MANAGING PARTNER	NA	Control
RAWISZER, LEE, SCOTT	I	MANAGING PARTNER	NA	Control
RAWISZER, LEE, SCOTT	I	MANAGING PARTNER	NA	Control
RAWISZER, LEE, SCOTT	I	MANAGING PARTNER	NA	Control
RAWISZER, LEE, SCOTT	I	MANAGING PARTNER	NA	Control
RAWISZER, LEE, SCOTT	I	MANAGING PARTNER	NA	Control
RAWISZER, LEE, SCOTT	I	MANAGING PARTNER	NA	Control
RAWISZER, LEE, SCOTT	I	MANAGING PARTNER	NA	Control
RAWISZER, LEE, SCOTT	I	MANAGING PARTNER	NA	Control
RAWISZER, LEE, SCOTT	I	MANAGING PARTNER	NA	Control
RAWISZER, LEE, SCOTT	I	MANAGING PARTNER	NA	Control
RAWISZER, LEE, SCOTT	I	MANAGING PARTNER	NA	Control
RAWISZER, LEE, SCOTT	I	MANAGING PARTNER	NA	Control
ROBERTSON, CAROL, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
ROBERTSON, CAROL, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
ROBERTSON, CAROL, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
ROBERTSON, CAROL, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
ROBERTSON, CAROL, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
ROBERTSON, CAROL, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
ROBERTSON, CAROL, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
ROBERTSON, CAROL, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
ROBERTSON, CAROL, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
ROBERTSON, CAROL, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
ROBERTSON, CAROL, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
ROBERTSON, CAROL, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
ROBERTSON, CAROL, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
ROBERTSON, CAROL, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
ROBERTSON, CAROL, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
ROBERTSON, CAROL, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
ROBERTSON, CAROL, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
VOLPE, PAUL, ROBERT	I	MANAGING PRINCIPAL	NA	Control
VOLPE, PAUL, ROBERT	I	MANAGING PRINCIPAL	NA	Control
VOLPE, PAUL, ROBERT	I	MANAGING PRINCIPAL	NA	Control
VOLPE, PAUL, ROBERT	I	MANAGING PRINCIPAL	NA	Control
VOLPE, PAUL, ROBERT	I	MANAGING PRINCIPAL	NA	Control
VOLPE, PAUL, ROBERT	I	MANAGING PRINCIPAL	NA	Control
VOLPE, PAUL, ROBERT	I	MANAGING PRINCIPAL	NA	Control
VOLPE, PAUL, ROBERT	I	MANAGING PRINCIPAL	NA	Control
VOLPE, PAUL, ROBERT	I	MANAGING PRINCIPAL	NA	Control
VOLPE, PAUL, ROBERT	I	MANAGING PRINCIPAL	NA	Control
VOLPE, PAUL, ROBERT	I	MANAGING PRINCIPAL	NA	Control
VOLPE, PAUL, ROBERT	I	MANAGING PRINCIPAL	NA	Control
VOLPE, PAUL, ROBERT	I	MANAGING PRINCIPAL	NA	Control
VOLPE, PAUL, ROBERT	I	MANAGING PRINCIPAL	NA	Control
VOLPE, PAUL, ROBERT	I	MANAGING PRINCIPAL	NA	Control
VOLPE, PAUL, ROBERT	I	MANAGING PRINCIPAL	NA	Control
PARADIGM FINANCIAL HOLDINGS, LLC	DE	MANAGING MEMBER	E	Control
PARADIGM FINANCIAL HOLDINGS, LLC	DE	MANAGING MEMBER	E	Control
PARADIGM FINANCIAL HOLDINGS, LLC	DE	MANAGING MEMBER	E	Control
PARADIGM FINANCIAL HOLDINGS, LLC	DE	MANAGING MEMBER	E	Control
PARADIGM FINANCIAL HOLDINGS, LLC	DE	MANAGING MEMBER	E	Control
PARADIGM FINANCIAL HOLDINGS, LLC	DE	MANAGING MEMBER	E	Control
PARADIGM FINANCIAL HOLDINGS, LLC	DE	MANAGING MEMBER	E	Control
PARADIGM FINANCIAL HOLDINGS, LLC	DE	MANAGING MEMBER	E	Control
PARADIGM FINANCIAL HOLDINGS, LLC	DE	MANAGING MEMBER	E	Control
PARADIGM FINANCIAL HOLDINGS, LLC	DE	MANAGING MEMBER	E	Control
PARADIGM FINANCIAL HOLDINGS, LLC	DE	MANAGING MEMBER	E	Control
PARADIGM FINANCIAL HOLDINGS, LLC	DE	MANAGING MEMBER	E	Control
PARADIGM FINANCIAL HOLDINGS, LLC	DE	MANAGING MEMBER	E	Control
PARADIGM FINANCIAL HOLDINGS, LLC	DE	MANAGING MEMBER	E	Control
PARADIGM FINANCIAL HOLDINGS, LLC	DE	MANAGING MEMBER	E	Control
PARADIGM FINANCIAL HOLDINGS, LLC	DE	MANAGING MEMBER	E	Control
PARADIGM WEALTH HOLDINGS, LLC	DE	MANAGING MEMBER	E	Control
TRIVIUM POINT FINANCIAL HOLDINGS, LLC	DE	MANAGING MEMBER	E	Control
TRIVIUM POINT FINANCIAL HOLDINGS, LLC	DE	MANAGING MEMBER	E	Control
TRIVIUM POINT FINANCIAL HOLDINGS, LLC	DE	MANAGING MEMBER	E	Control
TRIVIUM POINT FINANCIAL HOLDINGS, LLC	DE	MANAGING MEMBER	E	Control
TRIVIUM POINT FINANCIAL HOLDINGS, LLC	DE	MANAGING MEMBER	E	Control
TRIVIUM POINT FINANCIAL HOLDINGS, LLC	DE	MANAGING MEMBER	E	Control
TRIVIUM POINT FINANCIAL HOLDINGS, LLC	DE	MANAGING MEMBER	E	Control
TRIVIUM POINT FINANCIAL HOLDINGS, LLC	DE	MANAGING MEMBER	E	Control
TRIVIUM POINT HOLDINGS, LLC	DE	MANAGING MEMBER	E	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
LAHAISE, JESSICA, E	I	PARADIGM WEALTH HOLDINGS, LLC	E	Control
GERHARD, GEORGE, ROBERT	I	TWD, LLC	D	Control
GERHARD, GEORGE, ROBERT	I	TWD, LLC	D	Control
GERHARD, GEORGE, ROBERT	I	TWD, LLC	D	Control
GERHARD, GEORGE, ROBERT	I	TWD, LLC	D	Control
GERHARD, GEORGE, ROBERT	I	TWD, LLC	D	Control
PAC, RON, ANDREW	I	TWD, LLC	D	Control
PAC, RON, ANDREW	I	TWD, LLC	D	Control
PAC, RON, ANDREW	I	TWD, LLC	D	Control
PAC, RON, ANDREW	I	TWD, LLC	D	Control
PAC, RON, ANDREW	I	TWD, LLC	D	Control
TWD, LLC	DE	TRIVIUM POINT FINANCIAL HOLDINGS, LLC	D	Control
TWD, LLC	DE	TRIVIUM POINT HOLDINGS, LLC	D	Control
TWD, LLC	DE	TRIVIUM POINT FINANCIAL HOLDINGS, LLC	D	Control
TWD, LLC	DE	TRIVIUM POINT FINANCIAL HOLDINGS, LLC	D	Control
TWD, LLC	DE	TRIVIUM POINT FINANCIAL HOLDINGS, LLC	D	Control
HALPER, DAVID, GRAD	I	PARADIGM FINANCIAL HOLDINGS, LLC	C	Control
HALPER, DAVID, GRAD	I	PARADIGM FINANCIAL HOLDINGS, LLC	C	Control
HALPER, DAVID, GRAD	I	PARADIGM FINANCIAL HOLDINGS, LLC	C	Control
HALPER, DAVID, GRAD	I	PARADIGM FINANCIAL HOLDINGS, LLC	C	Control
HALPER, DAVID, GRAD	I	PARADIGM FINANCIAL HOLDINGS, LLC	C	Control
HALPER, DAVID, GRAD	I	PARADIGM FINANCIAL HOLDINGS, LLC	C	Control
HALPER, DAVID, GRAD	I	PARADIGM FINANCIAL HOLDINGS, LLC	C	Control
HALPER, DAVID, GRAD	I	PARADIGM FINANCIAL HOLDINGS, LLC	C	Control
HALPER, DAVID, GRAD	I	PARADIGM FINANCIAL HOLDINGS, LLC	C	Control
HALPER, DAVID, GRAD	I	PARADIGM FINANCIAL HOLDINGS, LLC	C	Control
HALPER, DAVID, GRAD	I	PARADIGM FINANCIAL HOLDINGS, LLC	C	Control
HALPER, DAVID, GRAD	I	PARADIGM FINANCIAL HOLDINGS, LLC	C	Control
HALPER, DAVID, GRAD	I	PARADIGM FINANCIAL HOLDINGS, LLC	C	Control
HALPER, DAVID, GRAD	I	PARADIGM FINANCIAL HOLDINGS, LLC	C	Control
HALPER, DAVID, GRAD	I	PARADIGM FINANCIAL HOLDINGS, LLC	C	Control
RAWISZER, LEE, SCOTT	I	PARADIGM FINANCIAL HOLDINGS, LLC	C	Control
RAWISZER, LEE, SCOTT	I	PARADIGM FINANCIAL HOLDINGS, LLC	C	Control
RAWISZER, LEE, SCOTT	I	PARADIGM FINANCIAL HOLDINGS, LLC	C	Control
RAWISZER, LEE, SCOTT	I	PARADIGM FINANCIAL HOLDINGS, LLC	C	Control
RAWISZER, LEE, SCOTT	I	PARADIGM FINANCIAL HOLDINGS, LLC	C	Control
RAWISZER, LEE, SCOTT	I	PARADIGM FINANCIAL HOLDINGS, LLC	C	Control
RAWISZER, LEE, SCOTT	I	PARADIGM FINANCIAL HOLDINGS, LLC	C	Control
RAWISZER, LEE, SCOTT	I	PARADIGM FINANCIAL HOLDINGS, LLC	C	Control
RAWISZER, LEE, SCOTT	I	PARADIGM FINANCIAL HOLDINGS, LLC	C	Control
RAWISZER, LEE, SCOTT	I	PARADIGM FINANCIAL HOLDINGS, LLC	C	Control
RAWISZER, LEE, SCOTT	I	PARADIGM FINANCIAL HOLDINGS, LLC	C	Control
RAWISZER, LEE, SCOTT	I	PARADIGM FINANCIAL HOLDINGS, LLC	C	Control
RAWISZER, LEE, SCOTT	I	PARADIGM FINANCIAL HOLDINGS, LLC	C	Control
RAWISZER, LEE, SCOTT	I	PARADIGM FINANCIAL HOLDINGS, LLC	C	Control
RAWISZER, LEE, SCOTT	I	PARADIGM FINANCIAL HOLDINGS, LLC	C	Control

Registrations

Federal

Sep 19, 2025 REGISTERED

Notice Filings (18)

CA CT FL GA LA MA MD NC NH NJ NV NY OH PA SC TN TX VA

Address

40 DANBURY ROAD
SUITE 310
WILTON, CT 06897
United States

Phone: (203) 221-3085