Investment adviser · CRD 341186
TRILLIUM WEALTH LLC
Investment adviser filing (IA)
WINTER PARK, FL, United States · Form ADV filed Jul 27, 2026
- Regulatory AUM
- $545M Form ADV · Item 5.F
- Client accounts
- 1,708 Accounts, not individual clients
- Employees
- 13 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 100 | $334,698,809 | 61.5% |
| Individuals | 525 | $198,548,288 | 36.5% |
| Corporations & businesses | Fewer than 5 | $10,979,314 | 2.0% |
| Charities | Fewer than 5 | $410,314 | 0.1% |
Filing source
Form ADV 2122137 · Jul 27, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 27, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
230 S NEW YORK AVE, SUITE 200WINTER PARK, FL, 32789, United States
CRD 341186
Filing source
Form ADV 2122137 · Jul 27, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.