Data / Investment advisers / Florida / Trillium Wealth LLC
Trillium Wealth LLC, Winter Park, FL: $545 million AUM, SEC registered investment adviser
Trillium Wealth LLC is an SEC registered investment adviser with its main office in Winter Park, Florida and reports $545 million in regulatory assets under management in its Form ADV filed July 27, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 341186
- SEC file number
- 801-135712
- SEC status
- Approved, effective March 26, 2026
- Main office
- 230 S New York Ave Suite 200, Winter Park, FL 32789
- Phone
- (321) 295-8492
- Website
- trillium-wealth.com
- Regulatory AUM
- $544,636,725 in the Form ADV filed July 27, 2026
- Discretionary AUM
- $544,636,725
- Accounts
- 1,708
- Employees
- 13, of which 7 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 5
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 27, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 100 | $334.7 million |
| Individuals (other than high net worth individuals) | 525 | $198.5 million |
| Corporations or other businesses | 3 | $11 million |
| Charitable organizations | 1 | $410,314 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| August 3, 2026 | $544.6 million | July 27, 2026 |
| April 1, 2026 | Not listed | February 26, 2026 |
Other advisers in Winter Park
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Mariner Institutional, LLC | Winter Park | $2.82 billion | Not listed | adviserinfo.sec.gov |
| American Financial Advisors Inc | Winter Park | $1.28 billion | Not listed | adviserinfo.sec.gov |
| Orange Investment Advisors, LLC | Winter Park | $765 million | 1 | adviserinfo.sec.gov |
| 55 North Private Wealth | Winter Park | $581.3 million | Not listed | adviserinfo.sec.gov |
| Financial Harvest Wealth Advisors | Winter Park | $557.4 million | Not listed | adviserinfo.sec.gov |
| Punch Card Management | Winter Park | $505.4 million | 1 | adviserinfo.sec.gov |
| Fortress Wealth Group | Winter Park | $439.1 million | Not listed | adviserinfo.sec.gov |
| Broadcrest Asset Management, LLC | Winter Park | $415.5 million | 5 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Winter Park, FL
- Investment advisers in Florida
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Trillium Wealth LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.