# Trillium Wealth LLC

Trillium Wealth LLC is a RIA based in Winter Park, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Winter Park, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Undisclosed
- **Website:** trilliumwealthde.com

## Regulatory record

- **CRD number:** 341186
- **SEC file number:** 801-135712
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/341186

## About

Trillium Wealth is a financial management firm that creates personalized strategies for every stage of life. It has a team of seasoned financial advisors focused on long-lasting client relationships built on respect, honesty, and integrity. The firm takes a holistic approach, offering retirement planning, income planning, tax planning, education planning, portfolio management, estate planning, charitable giving strategies, and fiduciary services for retirement plans. Its drive to provide exceptional client service is enhanced through a partnership with &Partners and backed by the support of Fidelity.

## People

- TJ Zak — CFP®, AIF® — Founder – Managing Director
- Suken Jogani — Founder – Managing Director
- Anthony Juliano — CFP® — Founder – Wealth Advisor
- Tracey Stefanisko — Practice Director
- Lisa Littles — Wealth Consultant
- Jacqueline Larkin — Senior Client Relationship Associate
- Rose Hill — Senior Registered Client Relationship Associate
- Judith-Anne Manning — Client Relationship Associate

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

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