Trillium Wealth LLC
● SEC registered since 2026CRD 341186SEC# 801-135712Winter Park, FL
Reg. AUM
$544.6M
Employees
13
Accounts
1,708
Location
Winter Park, FL
Trillium Wealth LLC assets under management
Trillium Wealth LLC operates as an SEC-registered investment adviser based in Winter Park, FL. The firm has been registered since 2026. It reports $544.6 million in regulatory assets under management and employs 13 people.
Trillium Wealth LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cherry Gayle Laska Control | Partner And Wealth Advisor | 25-50% | 2024 |
| Matthew James Gomoll Control | Partner And Wealth Advisor | 25-50% | 2024 |
| Steven Mitchell Laska Control | Managing Partner, Chief Compliance Officer, And Wealth Advisor | 50-75% | 2024 |
Frequently asked questions
How much does Trillium Wealth LLC manage?
Trillium Wealth LLC reports $544.6 million in regulatory assets under management on its Form ADV.
How many employees does Trillium Wealth LLC have?
Trillium Wealth LLC reports 13 employees.
Where is Trillium Wealth LLC located?
Trillium Wealth LLC is based in Winter Park, FL and has been SEC-registered since 2026.
Does Trillium Wealth LLC disclose fund performance?
Trillium Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 230 S New York Ave, Suite 200, Winter Park, FL 32789 |
| Phone | 321-295-8492 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 46%
Larger than 54% of 16,306 advisers
EmployeesTop 34%
More than 66% of 16,824 advisers
Assets under management
$544.6Mregulatory AUM
Discretionary $544.6M