# TRILLIUM WEALTH LLC

TRILLIUM WEALTH LLC of WINTER PARK, FL is an SEC-registered investment adviser.

## Registration

- CRD: 341186
- Type: SEC-registered investment adviser
- SEC file number: 801-135712
- Location: 230 S NEW YORK AVE, SUITE 200, WINTER PARK, FL, 32789
- Phone: 321-295-8492
- Latest filing: 2026-07-27
- Regulatory AUM: $544.6M
- Discretionary AUM: $544.6M
- Clients: 13
- Accounts: 1,708

## Business model

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

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Steven Mitchell Laska | MANAGING PARTNER, CHIEF COMPLIANCE OFFICER, AND WEALTH ADVISOR | — |
| Cherry Gayle Laska | PARTNER AND WEALTH ADVISOR | — |
| Matthew James Gomoll | PARTNER AND WEALTH ADVISOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/341186/brochure
- Similar advisers: https://search.stillhousedata.com/firm/341186/similar
- Related entities: https://search.stillhousedata.com/firm/341186/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/341186

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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.