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Trevian Wealth Management
Trevian Wealth Management is an SEC-registered investment adviser since 2021. The firm manages $616 million in regulatory assets. It has 4 employees and 2...
Trevian Wealth Management
Trevian Wealth Management is an SEC-registered investment adviser since 2021. The firm manages $616 million in regulatory assets. It has 4 employees and 2 investment advisers.
General information
Firm type
Private Equity
Year founded
2021
Location
Region
North America
Country
United States
City
Weston
Corporate office
Weston, FL, United States
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 June 3, 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.
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