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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

TitleManaging Member & Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2015
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