T
$544.6M Total AUM
$544.6M Disc. AUM
-- 3Y CAGR
13 Employees
629 ADV. Clients
0 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-26-2026
- Office Locations
- 4
Office Locations
230 S NEW York AVE Suite 200 Winter Park FL
255 West Uwchlan Ave. Downingtown PA
2625 N Bridge Street Yorkville IL
About Trillium Wealth LLC
Trillium Wealth LLC is a Winter Park-based RIA with 4 offices. The firm has been operating for 0 years. Managing $544.6M in total assets under management, with 7 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
44 AVG AGE
$77.8M AVG AUM / ADVISOR
$865.9K AVG AUM / CLIENT
0.2 yrs AVG TENURE
13 Employees
7 Advisory Reps
7 RIA Reps
0yrs Firm Age
Insights
Available
Available
Available
Available
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
S
Steven Mitchell Laska
WEALTH ADVISOR
- CRD
- #2559407
- Ownership
- 50% but less than 75%
Available
Available
Available
M
Matthew James Gomoll
PARTNER, WEALTH ADVISOR
- CRD
- #6698136
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 2 of 3 owners & executives
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A
ASHLEY NICOLE JANOSEK
Wealth Advisor
- CRD
- #6652722
Available
Available
Available
T
THOMAS AVERY SKELLEY
Senior Wealth Advisor
- CRD
- #6044938
Available
Available
Available
Showing 2 of 7 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $544,636,725 | -- |
| Non-Discretionary | $0 | -- |
| Total | $544,636,725 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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