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- Custodian
- BNY Mellon · Charles Schwab & Company · LPL Financial · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-09-2018
- Office Locations
- 6
Office Locations
About Trivium Point Advisory, LLC
Trivium Point Advisory is a Wilton, CT-based wealth manager serving clients across CT/NY. The firm acts as a strategic hub that coordinates a client’s broader advisory team, integrating investment planning with tax strategy, business goals, and family dynamics. Client focus includes business owners and entrepreneurs, using ETFs and public funds in diversified, risk-managed portfolios, with custody support including Schwab and Pershing.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
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Technology
Owner & Executives
GEORGE ROBERT GERHARD III
Chief Compliance Officer, Managing Partner
- CRD
- #4597365
- Ownership
- Less than 5%
RON ANDREW PAC
Managing Partner
- CRD
- #5740995
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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ERVIN BRAUN
Chief Executive Officer, Director
- CRD
- #5905685
Michael Anthony Cirone
--
- CRD
- #7006240
Showing 2 of 16 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,455,928,047 | $637,447 |
| Non-Discretionary | $171,255,762 | $2,675,871 |
| Total | $1,627,183,809 | $693,008 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 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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