What departments does Trevian Wealth Management have?

Trevian Wealth Management has employees across 3 departments including Business, Analytics, Operations.

What is the largest department at Trevian Wealth Management?

The largest department at Trevian Wealth Management is Business with 1 employees.

Where are Trevian Wealth Management employees located globally?

Trevian Wealth Management has employees across 1 continents and 1 countries including United States Of America.

How has Trevian Wealth Management's team size changed over time?

Trevian Wealth Management's team has grown from approximately 4 to 5 employees based on available data.

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Trevian Wealth Management Employee Directory

Q: Who are Trevian Wealth Management's key employees and leadership?

Trevian Wealth Management's key employees include: Founder & Ceo: P. S., Cdo / Svp Business Innovation: N. J..

Investment ManagementMassachusetts, United States2-10 Employees

Trevian Wealth Management is a registered investment advisor based in Weston, Massachusetts. The firm focuses on investment management with a specialty in optimizing the personal finances of entrepreneurs and investors. It provides independent financial guidance and adheres to fiduciary duties in serving clients.

It treats personal finances as an interconnected optimization problem that requires ongoing attention as life circumstances change. In selecting an advisor, the firm advocates evaluating ethics, values, and intellectual alignment to ensure the partner understands the client's goals and discipline. The company operates within the investment management industry, aiming to support clients who have built wealth through entrepreneurship or investing.

Trevian Wealth Management Global Highlights

North America
6

United States Of America
6

Trevian Wealth Management's Leadership

N. J.
Cdo / Svp Business Innovation
Mobile Phone
Email
P. S.
Founder & Ceo
Mobile Phone
Email
M. Q. R.
Vice President
Mobile Phone
Email
D. H.
Vp, Portfolio Analysis & Strategy
Mobile Phone
Email
C. H.
Senior Vice President - Head Of Client Services & Operations
Mobile Phone
Email

Trevian Wealth Management Employee Metrics

100%

50%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from Trevian Wealth Management

Name

Title

Contact Info

Location

Last Update

P. S.
Founder & Ceo
Mobile Phone
Email
United StatesMassachusetts
Jan 27, 2026
N. J.
Cdo / Svp Business Innovation
Mobile Phone
Email
United StatesMassachusetts
Jan 29, 2026
M. Q. R.
Vice President
Mobile Phone
Email
United StatesNew York
Dec 03, 2025
D. H.
Vp, Portfolio Analysis & Strategy
Mobile Phone
Email
United StatesFlorida
Jun 02, 2026
C. H.
Senior Vice President - Head Of Client Services & Operations
Mobile Phone
Email
United StatesMassachusetts
Dec 03, 2025

Frequently Asked Questions

What is Trevian Wealth Management known for?

Trevian Wealth Management operates in the Investment Management industry. Explore Trevian Wealth Management's company overview page for more information.

What is Trevian Wealth Management's most common email format?

Trevian Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Trevian Wealth Management email formats with LeadIQ.

How many employees does Trevian Wealth Management have currently?

Trevian Wealth Management has approximately 5 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Trevian Wealth Management's key employees and leadership?

As of July 2026, Trevian Wealth Management's key employees include:

Cdo / Svp Business Innovation: N. J.
Founder & Ceo: P. S.
Vice President: M. Q. R.
Vp, Portfolio Analysis & Strategy: D. H.
Senior Vice President - Head Of Client Services & Operations: C. H.

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Trevian Wealth Management Employee Directory

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