Trillium Wealth provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, and insurance. Financial planning was provided to 251–500 clients last fiscal year.
Trillium Wealth reports 629 clients. They include 525 individual clients, 100 high-net-worth individuals, and 3 corporations and other businesses. Of its assets, 100.0% ($545M across 1,708 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 83% | 36% |
| High-net-worth individuals | 16% | 61% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | <1% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 525 | $199M | 36.5% | $378K |
| High-net-worth individuals | 100 | $335M | 61.5% | $3.35M |
| Charitable organizations | Fewer than 5 | $410K | 0.1% | $410K |
| Corporations and other businesses | Fewer than 5 | $11M | 2.0% | $3.66M |
| Total | 629 | $545M | 100% | — |
- Clients
- 525
- Regulatory AUM
- $199M
- AUM share
- 36.5%
- Avg. per client
- $378K
- Clients
- 100
- Regulatory AUM
- $335M
- AUM share
- 61.5%
- Avg. per client
- $3.35M
- Clients
- Fewer than 5
- Regulatory AUM
- $410K
- AUM share
- 0.1%
- Avg. per client
- $410K
- Clients
- Fewer than 5
- Regulatory AUM
- $11M
- AUM share
- 2.0%
- Avg. per client
- $3.66M
Total
- Clients
- 629
- Regulatory AUM
- $545M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Trillium Wealth charges up to 1.75% a year for its Individually managed accounts. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Fixed-fee management
- Fixed fees of $5,000 to $100,000 a year, negotiated with the client and payable monthly or quarterly in advance.
Steven Laska owns 50% to 75% of Trillium Wealth. The leadership team of Trillium Wealth includes Chief Compliance Officer Steven Laska. It has 13 employees, 7 of them in advisory roles.
Leadership
- Steven LaskaManaging Partner, Chief Compliance Officer, and Wealth Advisor
- Cherry LaskaPartner and Wealth Advisor
- Matthew GomollPartner and Wealth Advisor
Investment adviser representatives
7 representatives listed in the SEC register as of 9 October 2026.
- Matthew James Gomoll
- Ashley Nicole Janosek
- Cherry Gayle Laska
- Steven Mitchell Laska
- Thomas Avery Skelley
- James Henry Smith III
- Lucas John Thompson
Staff
- 13 employees
- 7 in advisory functions
- 7 state-registered reps
- 4 insurance agents
- Owns 50% to 75% of Trillium Wealth LLC
Steven Laska
Control person · since July 2024
- Owns 25% to 50% of Trillium Wealth LLC
Cherry Laska
Control person · since July 2024
- Owns 25% to 50% of Trillium Wealth LLC
Matthew Gomoll
Control person · since July 2024
Besides its headquarters, Trillium Wealth has 5 offices, with 6 listed addresses across 6 states.
Florida · 1 listed address
- 230 S New York Ave, Suite 200, Winter ParkHQ
Illinois · 1 listed address
- 2625 N Bridge Street, Yorkville
Louisiana · 1 listed address
- 1900 N 18th Street, Monore
New York · 1 listed address
- 855 Route 146, Clifton Park
North Carolina · 1 listed address
- 555 Fayetteville Street, Raleigh
Pennsylvania · 1 listed address
- 255 W Uwchlan Ave, Downingtown
Contact and registration details
- Legal name
- Trillium Wealth LLC
- Headquarters
- 230 S New York Ave, Suite 200, Winter Park, FL 32789
- Website
- trillium-wealth.com
- Phone
- 321-295-8492
- SEC file
- 801-135712
- Founded
- 2026
- Structure
- Florida LLC
- Fiscal year end
- December
Trillium Wealth uses Charles Schwab ($273M, 55%) and Fidelity ($224M, 45%) as custodians for its separately managed accounts. Trillium Wealth has custody of $50.9M in client assets for 27 clients.
- FidelityFidelity Brokerage Services LLC · Boston, MA · $224M45%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $273M55%
At year end, Trillium Wealth’s separately managed accounts were mostly in stocks (98%).
What the accounts hold
- Stocks98%
- Cash2%
How many clients does Trillium Wealth have?
Trillium Wealth has 629 clients and manages $545 million for them, as of July 2026. They include 525 individual clients, 100 high-net-worth individuals, and 3 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 July 2026
What services does Trillium Wealth offer?
Trillium Wealth provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Trillium Wealth charge?
Trillium Wealth charges up to 1.75% a year for its Individually managed accounts. The fee is billed in advance and is negotiable.
Which custodians does Trillium Wealth use?
Trillium Wealth’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $273M and Fidelity Brokerage Services LLC (Boston, MA), with $224M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 July 2026
How many financial advisors does Trillium Wealth have?
Trillium Wealth has 7 investment adviser representatives registered with state securities authorities, out of 13 employees, and 7 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Trillium Wealth invest in?
At the end of its last fiscal year, Trillium Wealth’s separately managed accounts held 98% exchange-traded equities and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Trillium Wealth?
Trillium Wealth’s direct owners are Steven Laska (50% to 75%), Cherry Laska (25% to 50%) and Matthew Gomoll (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 27 July 2026
How does Trillium Wealth get paid?
Trillium Wealth is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Trillium Wealth?
Trillium Wealth’s main office is at 230 S New York Ave, Suite 200, Winter Park, FL 32789. Its phone number is 321-295-8492. Its website is trillium-wealth.com.