# TREVIAN WEALTH MANAGEMENT, LLC

TREVIAN WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 174412
- Type: SEC-registered investment adviser
- SEC file number: 801-121077
- Phone: 847-347-3000
- Latest filing: 2026-03-31
- Regulatory AUM: $615.5M
- Discretionary AUM: $615.5M
- Clients: 4
- Accounts: 746

## Business model

- Compensation: % of AUM, Fixed
- Clients served: High net worth, Charities

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Philip A Swisher | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| SWISHER PHILIP A | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |


## Private funds (2)

Mix: Real Estate Fund 1 · Venture Capital Fund 1

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| YORK REAL ESTATE FUND I, L.P. | Real Estate Fund | Delaware | 23 | $7.0M | $50K |
| TREVIAN VENTURES I LLC | Venture Capital Fund | Delaware | 14 | $4.8M | $25K |


## Branch offices (4)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | 5163739788 |
| — | — | 1 | (847) 347-3000 |
| — | — | 1 | 5163739788 |
| — | — | 1 | (847) 347-3000 |


## Fund service providers (1)

- administrator: CARTA INVESTOR SERVICES LLC

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/174412/brochure
- Similar advisers: https://search.stillhousedata.com/firm/174412/similar
- Related entities: https://search.stillhousedata.com/firm/174412/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/174412

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.