# Trillium Wealth LLC

> Trillium Wealth LLC is an SEC-registered investment advisory firm in Winter Park, FL, registered since 2026, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated July 27, 2026.

- CRD: 341186
- Filed as: TRILLIUM WEALTH LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Winter Park, FL
- Filing period: October 2026
- Form ADV filing dated: July 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/341186
- AdvisorCensus page: https://advisorcensus.com/firm/trillium-wealth-llc-winter-park-fl-341186

## Quick answers

**How is Trillium Wealth LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Trillium Wealth LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**What does Trillium Wealth LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated July 20, 2026 states: Asset-based fee: up to 1.75% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Trillium Wealth LLC located?**
Trillium Wealth LLC's principal office is in Winter Park, FL, according to its Form ADV; the August 2026 filing also lists 5 other offices (Schedule D, Section 1.F).

**Is Trillium Wealth LLC registered with the SEC or a state?**
Trillium Wealth LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 341186.

**How much does Trillium Wealth LLC manage?**
Trillium Wealth LLC reports $544,636,725 in regulatory assets under management in its Form ADV filing dated July 27, 2026 (100% discretionary).

**What types of clients does Trillium Wealth LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (525); high net worth individuals (100); corporations or other businesses not listed above (3).

**Which custodians does Trillium Wealth LLC use?**
Trillium Wealth LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Trillium Wealth LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/341186

**What changed in Trillium Wealth LLC's recent Form ADV filings?**
In the August 2026 filing data: Regulatory assets under management went from $0 to $544,636,725.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated July 20, 2026)

- Asset-based fee: up to 1.75% of assets a year (the maximum the brochure states)

> The investment advisory fee charged for Trillium’s management services ranges up to a maximum annualized fee of 1.75% of the assets held in the client’s account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $544,636,725
- Discretionary: $544,636,725
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 525 | $198,548,288 |
| High net worth individuals | 100 | $334,698,809 |
| Charitable organizations | 1 | $410,314 |
| Corporations or other businesses not listed above | 3 | $10,979,314 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 13 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, DE, FL, IL, LA, MA, MI, MS, NC, NJ, NY, PA, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Clifton Park, NY
- Downingtown, PA
- Monore, LA
- Raleigh, NC
- Yorkville, IL

### Websites listed on Form ADV (Item 1.I)
- trillium-wealth.com

## Changes in the filing (last 12 months)

### August 2026
- Regulatory assets under management went from $0 to $544,636,725.

### April 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Trillium Wealth LLC (CRD 341186): Form ADV filing data as of October 2026.