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Trillium Wealth LLC

● SEC registered since 2026CRD 341186SEC# 801-135712Winter Park, FL
Export (members)
Reg. AUM
—
Employees
13
Accounts
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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 employs 13 people.
www.trillium-wealth.comView on SEC.gov ↗

Trillium Wealth LLC owners & executives

3 reported
NameTitleOwnershipSince
Cherry Gayle Laska ControlPartner And Wealth Advisor25-50%2024
Matthew James Gomoll ControlPartner And Wealth Advisor25-50%2024
Steven Mitchell Laska ControlManaging Partner, Chief Compliance Officer, And Wealth Advisor50-75%2024

Frequently asked questions

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

Address230 S New York Ave, Suite 200, Winter Park, FL 32789
Phone321-295-8492
Office hours9:00 a.m. - 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo