Updated:
Trevian Wealth Management
Trevian Wealth Management is a wealth management firm that focuses on optimizing the personal finances of entrepreneurs and investors, with an unlimited scope...
Trevian Wealth Management
Trevian Wealth Management is a wealth management firm that focuses on optimizing the personal finances of entrepreneurs and investors, with an unlimited scope personal CFO business model. They offer high-quality independent advice on personal finances and take pride in fulfilling their fiduciary responsibility. The firm is independent, entirely founder-owned, and receives compensation only from clients. They favor low-cost index funds and passive ETFs and advise at major life inflection points.
General information
Firm type
Private Equity
Year founded
2021
Location
Region
North America
Country
United States
City
Weston
Corporate office
Weston, FL, United States
Principals
Phil Swisher
founder and CEO
Cathy Hession
Senior Vice President; leads client service and trading
Nat Jovanovic
Senior Vice President; leads Business Innovation and Chief Digital Officer
Dan Hession
Vice President; leads portfolio analysis and strategy
Michelle Quinn
Vice President of Client Service & Operations
Sector focus
Frequently asked questions
What is Trevian Wealth Management?
Trevian Wealth Management is a private equity headquartered in Weston, United States.
When was Trevian Wealth Management founded?
Trevian Wealth Management was founded in 2021.
Where is Trevian Wealth Management headquartered?
Trevian Wealth Management is headquartered in Weston, United States, in the North America region.
What does Altss track for Trevian Wealth Management?
Altss maintains an OSINT-verified profile of Trevian Wealth Management covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What is Trevian Wealth Management's website?
Trevian Wealth Management's public website is www.trevianwealth.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Trevian Wealth Management?
Trevian Wealth Management is classified by Altss as a Private Equity, operating from United States within the North America region.
How does Altss source intelligence on Trevian Wealth Management?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Trevian Wealth Management's Altss profile last updated?
Trevian Wealth Management's profile on Altss was last refreshed on August 11, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on private equity firms?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: