$615.5M Total AUM
$615.5M Disc. AUM
14.5% 3Y CAGR
4 Employees
167 ADV. Clients
11 yrs Firm Age
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- Custodian
- Brown Brothers · Fidelity/NFS · Goldman Sachs · Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-23-2015
- Office Locations
- 2
Office Locations
-- Boca Raton FL
-- Weston MA
About Trevian Wealth Management, LLC
Trevian Wealth Management (Trevian Cash) helps founder-led companies and other businesses put excess operating cash to work by building and managing customized ladders of short-dated U.S. Treasuries in a Fidelity brokerage account, aligning maturities to cash-flow timing and returning proceeds as needed. Standalone cash-management service with $5k implementation and 3 bps/month pricing, with no minimum contract length.
Team overview
-- AVG AGE
$307.8M AVG AUM / ADVISOR
$3.7M AVG AUM / CLIENT
7.6 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
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Owner & Executives
P
PHILIP A SWISHER
Chief Compliance Officer, Managing Member
- CRD
- #4638218
- Ownership
- 75% or more
Available
Available
Available
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D
DANIEL FRANCIS HESSION III
--
- CRD
- #6810243
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $615,516,865 | $825,090 |
| Non-Discretionary | $0 | -- |
| Total | $615,516,865 | $825,090 |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Equity - Exchange:
Available Public Funds:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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