# Trevian Wealth Management

Trevian Wealth Management is a Private Equity based in Weston, United States.

## Overview

- **Organization type:** Private Equity
- **Headquarters:** Weston, United States
- **Region:** North America
- **Address:** Weston, FL, United States
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** www.trevianwealth.com
- **LinkedIn:** https://www.linkedin.com/company/trevian-wealth-management

## Regulatory record

- **CRD number:** 174412
- **SEC file number:** 801-121077
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/174412

## About

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.

## Sectors

- entrepreneurs and investors

## People

- 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

## Related profiles

- [Treun Capital](https://altss.com/profile/treun-capital)
- [Treville Capital Group](https://altss.com/profile/treville-capital-group)

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Last updated: 2026-08-11T15:08:22.057Z

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