Matthew Gomoll has been Partner and Wealth Advisor of Trillium Wealth since July 2024, is a control person of the firm and directly owns between 25% and 50% of it. Matthew Gomoll holds a BS in Political Science from St. Norbert College.
Trillium Wealth LLC is a Winter Park, FL firm with $545M under management, 629 clients and 7 advisers across 6 offices, as of its July 2026 filing.
Matt Gomoll is a Partner and Senior Wealth Advisor of Trillium Wealth, based in Raleigh, North Carolina. He served 10 years on active duty in the U.S. Army as an Armor and Special Forces Officer, then moved to the Army Reserves as a Major, and serves as an Associate Professor of Military Science at NC State University. He specializes in helping business owners grow value and prepare for transition, and works with estate planning attorneys.
Matthew Gomoll’s longest registration was 6 years at CWM, LLC (2020–2026). Before joining Trillium Wealth in 2026, Matthew Gomoll was registered through CWM, LLC and DGS Capital Management.
- Trillium Wealth LLCCurrent– present · under a yearRaleigh, NC · Adviser representative · Firm CRD 341186
- CWM, LLC– · 6 yearsRaleigh, NC · Adviser representative · Firm CRD 155344
- DGS Capital Management– · 2 yearsRaleigh, NC · Adviser representative · Firm CRD 281938
- Visionquest Wealth Management, LLC– · under a yearRaleigh, NC · Adviser representative · Firm CRD 135581
Professional designations
Listed by Trillium Wealth
- Certified Exit Planning Advisor (CEPA®)
- Certified Estate Planner (CEP®)
Investment adviser representative registrations
Matthew Gomoll is registered as an investment adviser representative in North Carolina, since April 2026.
- North CarolinaSince 30 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 22 September 2016 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Matthew James Gomoll
- CRD
- 6698136
- Firm
- Trillium Wealth · CRD 341186
- Role
- Partner and Wealth Advisor
- Office
- 555 Fayetteville Street, Suite 300, Raleigh, NC 27601
- Registration
- Investment adviser registration
- In the industry since
- January 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- trillium-wealth.com
Where does Matthew Gomoll work?
Matthew Gomoll has been Partner and Wealth Advisor of Trillium Wealth LLC since July 2024, and is a control person of the firm.
Is Matthew Gomoll a financial advisor?
Yes. Matthew Gomoll has a current investment-adviser registration in North Carolina, through Trillium Wealth since April 2026.
How many years of experience does Matthew Gomoll have?
Matthew Gomoll has 9 years in the financial industry, since January 2017, across 4 adviser firms.
What exams has Matthew Gomoll passed?
Matthew Gomoll passed the Series 65 in September 2016.
Where did Matthew Gomoll work before Trillium Wealth?
Before Trillium Wealth, Matthew Gomoll was registered through DGS Capital Management, November 2017 to April 2020; Visionquest Wealth Management, LLC, September 2016 to July 2017.
Where is Matthew Gomoll based?
Matthew Gomoll’s registered office is in Raleigh, NC.
Is Matthew Gomoll registered with FINRA?
No. Matthew Gomoll has no current broker registration.
How can I verify Matthew Gomoll’s record?
Search CRD 6698136 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Gomoll’s full registration record.
