Philip A Swisher
Managing Member & Chief Compliance OfficerTrevian Wealth Management, LLCCRD 4638218
About Philip A Swisher
Philip A Swisher is listed as Managing Member & Chief Compliance Officer at Trevian Wealth Management, LLC. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Trevian Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Philip A Swisher work?
Philip A Swisher is listed as Managing Member & Chief Compliance Officer at Trevian Wealth Management, LLC on SEC Form ADV.
How much of Trevian Wealth Management, LLC does Philip A Swisher own?
Form ADV reports a beneficial ownership band of Over 75%.
Trevian Wealth Management, LLC
| Title | Managing Member & Chief Compliance Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2015 |