TREVIAN WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 174412). Regulatory assets under management: $615.5M.
Compensation: % of AUM, Fixed.
Clients served: High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Philip A Swisher | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| SWISHER PHILIP A | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |