Private Market View

TREVIAN WEALTH MANAGEMENT, LLC

Venture capital

AUM
Portfolio companies
Recorded deals
Last investment

Key facts

  • TREVIAN WEALTH MANAGEMENT, LLC is a venture capital firm.

Registered with the SEC

Form ADV · 2026-03 · CRD 174412
Regulatory AUM
Private fund assets
$11.8M
Private funds
2 · 1 venture, 1 real estate
Staff
4
Registered office
SEC status
Approved

Reports custody of client assets.

Source: SEC Investment Adviser Public Disclosure, Form ADV.

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Portfolio

Portfolio — not yet on record

No portfolio companies for TREVIAN WEALTH MANAGEMENT, LLC are on record yet. Positions surface from round participations, filings, and coverage.

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