What Trevian Wealth Management does

Trevian Wealth Management is a privately held, SEC-registered investment advisor (RIA) founded in 2015 by Phil Swisher and headquartered in Weston, Massachusetts. The firm operates an "unlimited-scope personal CFO" model for a deliberately selective client base of high-net-worth entrepreneurs and investors, optimizing interconnected components of their personal finances across asset allocation, tax planning, estate planning, insurance, liquidity, retirement, trust, and spend management, with particular specialization in concentrated holdings such as private company stock, stock options, restricted stock, carried interest, and GP/LP structures.

Underlying delivery is human-advisory rather than technology-platform driven: the firm does not describe a proprietary technology product and instead leans on the team's institutional-level financial engineering expertise (drawn from Goldman Sachs, Brown Brothers Harriman, MFS Investment Management, McKinsey, AIG, Sanofi Pasteur, and JPMorgan Chase). Operations are supplemented by a network of trusted external specialists coordinated with each client's existing tax and legal advisors. The firm offers two branded propositions: the core Trevian Wealth Management advisory service and a separate cash-management sub-brand, Trevian Cash, with dedicated trading and portfolio analysis personnel.

Revenue is generated solely from tiered, AUM-based advisory fees — 1.20% on the first $3M, 1.00% on the next $3M, 0.70% on the next $14M, and 0.50% above $20M — billed annually. The firm explicitly avoids commissions, 12b-1 fees, soft dollar and wrap fee programs, and is entirely founder-owned with no external investors, private equity backing, or institutional capital. Distribution is high-touch and referral-driven: the CEO provides direct contact to prospective clients, and the firm travels globally to meet selected individuals and families. Headcount is in the 1-10 range, consistent with a boutique, founder-controlled RIA.

Name

Trevian Wealth Management

Legal name

Trevian Wealth Management, LLC

Website

https://trevianwealth.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

1–10 employees

Short description

Trevian Wealth Management is a founder-owned, fee-only SEC-registered investment advisor founded in 2015 near Boston, providing unlimited-scope personal CFO wealth management to a selective base of high-net-worth entrepreneurs and investors, with specialization in concentrated equity, private stock, and carried interest.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industry

Financial Planning–Led RIAs (FSAAACAB)

Keywords

• Wealth management services
• Investment advisory services
• Personal financial planning
• Estate planning services
• Concentrated equity management

Headquarters

HQ city

Weston

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales

Revenue model

1. AUM-Based Advisory Fees: The firm charges a tiered percentage of assets under management (AUM) as its sole revenue source. Fees are 1.2% on the first $3 million, 1.0% on the next $3 million, 0.7% on the next $14 million, and 0.5% on assets above $20 million. The firm is entirely independent and founder-owned, does not accept commissions, 12b-1 fees, or participate in soft dollar or wrap fee programs.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Core offering

Trevian Wealth Management is a registered investment advisor that delivers comprehensive personal CFO wealth management services to entrepreneurs and investors. The firm optimizes every component of clients' personal finances, including asset allocation, asset location, taxes, estate planning, insurance, retirement, liquidity, carried interest, private company stock, restricted stock, and stock options. A separate sub-brand, Trevian Cash, provides cash management, with portfolio analysis and trading support.

Product overview

Trevian Wealth Management operates as a unified wealth management firm with two branded offerings: its core wealth management service for entrepreneurs and investors, and Trevian Cash, a cash management sub-brand. The firm provides comprehensive personal CFO services that optimize every aspect of clients' personal finances, including asset allocation, tax planning, estate planning, insurance, and specialized advice on concentrated holdings of private company stock, stock options, restricted stock, and carried interest.

Differentiator

Problem solved

Functional benefit

Brands

• Trevian Cash: A separate financial product/venture founded by Phil Swisher, also under the Trevian umbrella. Cathy Hession is head trader and Dan Hession leads portfolio analysis for Trevian Cash.

Products and services

• Trevian Wealth Management (Personal CFO Wealth Advisory) Comprehensive fee-only wealth management and personal CFO service for high-net-worth entrepreneurs and investors, optimizing every component of personal finances including asset allocation, asset location, taxes, estate planning, insurance, retirement, liquidity, carried interest, private company stock, restricted stock, real estate, trusts, and stock options. Provided on an ongoing basis with concentrated advice at major life inflection points such as starting or selling a business, raising capital, marriage, planning for children, retirement, and real estate transactions.
• Trevian Cash Cash management offering operated under the Trevian umbrella, with dedicated trading led by Cathy Hession as head trader and portfolio analysis led by Dan Hession, supporting Trevian Wealth Management clients' cash allocation needs.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Aspiriant: Independent, fee-only RIA serving HNW individuals and families with comprehensive financial planning, tax, and investment advice. Closely mirrors Trevian's fee-only fiduciary model and entrepreneur/founder client focus.
• Bessemer Trust: Privately held wealth and investment management firm serving ultra-high-net-worth families and individuals with comprehensive advisory services. Comparable to Trevian in its selective client model, multi-generational focus, and breadth of personal CFO-style services.
• Moneta Group: Independent, fee-only RIA serving HNW individuals and families with comprehensive financial planning, investment management, and tax services. Closely comparable in fee-only fiduciary structure and full-scope personal CFO offerings.
• Crestwood Advisors: Independent, fee-only RIA based in the Northeast US serving HNW individuals, families, and foundations. Comparable in size, geography (Northeast US), fee-only fiduciary model, and comprehensive planning-led wealth management approach.
• Creative Planning: Large independent, fee-only RIA offering comprehensive wealth management, tax, and estate planning to HNW clients. Comparable in fiduciary, fee-only structure though operating at significantly larger scale than Trevian.

Broad incumbents

• Fisher Investments: Large independent investment management firm serving HNW individuals and institutions with discretionary portfolio management. Comparable fee-based AUM model, though focused on portfolio management rather than comprehensive personal CFO services.
• Rockefeller Capital Management: Independent, privately held financial services firm providing wealth management, investment banking, and asset management to ultra-HNW clients. Overlaps with Trevian in selective HNW advisory, but offers a broader platform including capital markets capabilities.
• Brown Brothers Harriman Wealth Management: Private partnership offering wealth management to HNW families, endowments, and institutions. Highly comparable pedigree-wise given Phil Swisher's prior role there, and similar long-term relationship orientation, though far larger and broader in scope.
• Vanguard Personal Advisor Services: Hybrid robo-advisor offering low-cost, fee-only advisory services backed by Vanguard's index fund platform. Comparable fee-only structure and fiduciary stance, but uses digital delivery at much lower price points than Trevian's bespoke model.
• Goldman Sachs Private Wealth Management: The private wealth division of Goldman Sachs serves ultra-HNW clients with bespoke advisory, banking, and investment services. Comparable in serving HNW clients seeking sophisticated advisory, but operates as part of a much broader institutional platform rather than a focused RIA.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks7 records

Key highlights7 records

Customer concentration

• Xx.com/TrevianWealth
• Facebookfacebook.com/trevianwealth

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Trevian Wealth Management