Trillium Wealth Llc
- Regulatory AUM
- $545M
- Discretionary
- $545M
- Clients
- 629
- Avg AUM / client
- $866K
- Accounts
- 1,708
- Employees
- 13
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 525 | $199M | 36.5% |
| High net worth individuals | 100 | $335M | 61.5% |
| Charitable organizations | 1 | $410K | 0.08% |
| Corporations and other businesses | 3 | $11.0M | 2.02% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Steven Mitchell Laska | Registered representative | Mar 2026 (0y) | ||
| Ashley Nicole Janosek | Registered representative | CFP | Apr 2026 (0y) | |
| Cherry Gayle Laska | Registered representative | CFP | Apr 2026 (0y) | |
| Lucas John Thompson | Registered representative | Apr 2026 (0y) | ||
| Matthew James Gomoll | Registered representative | Apr 2026 (0y) | ||
| Thomas Avery Skelley | Registered representative | Apr 2026 (0y) | ||
| James Henry Smith | Registered representative | May 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (2 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/20/2026 | 1.01 MB | View · PDF · Source ↗ |
| Form ADV (full filing) | 02/26/2026 | 1 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $273M (50% of AUM) Jul 2026
- Fidelity Brokerage Services $224M (41% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 27, 2026.
View current Form ADV (SEC/IAPD) ↗