TRILLIUM WEALTH LLC

TRILLIUM WEALTH LLC of WINTER PARK, FL is an SEC-registered investment adviser (CRD 341186). Regulatory assets under management: $544.6M.

Registration

• CRD: 341186
• SEC file number: 801-135712
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 341186 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search