{"url":"https://nivawealth.com/firms/trillium-wealth-341186","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/341186","regulatoryAum":544636725,"crd":"341186","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6698136","suffix":null,"lastName":"Gomoll","firstName":"Matthew","middleName":"James"},{"crd":"6652722","suffix":null,"lastName":"JANOSEK","firstName":"ASHLEY","middleName":"NICOLE"},{"crd":"2459512","suffix":null,"lastName":"Laska","firstName":"Cherry","middleName":"Gayle"},{"crd":"2559407","suffix":null,"lastName":"Laska","firstName":"Steven","middleName":"Mitchell"},{"crd":"6044938","suffix":null,"lastName":"SKELLEY","firstName":"THOMAS","middleName":"AVERY"},{"crd":"3120584","suffix":"III","lastName":"SMITH","firstName":"JAMES","middleName":"HENRY"},{"crd":"7887570","suffix":null,"lastName":"Thompson","firstName":"Lucas","middleName":"John"}],"total":7,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-135712","legalName":"Trillium 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accounts","feeBasis":"ceiling","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052316","versionId":1052316,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-07-20","documentName":"TRILLIUM WEALTH LLC ADV 2A","fee_rate_low":null,"fee_rate_high":1.75,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Fixed-fee management","summary":"Fixed fees of $5,000 to $100,000 a year, negotiated with the client and payable monthly or quarterly in advance.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052316","versionId":1052316,"submittedOn":"2026-07-20","documentName":"TRILLIUM WEALTH LLC ADV 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T08:00:55.942206+00:00","documents":[{"name":"TRILLIUM WEALTH LLC ADV 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052316","versionId":1052316,"submittedOn":"2026-07-20"}]},"custodians":[{"name":"Fidelity Brokerage Services LLC","shortName":"Fidelity","location":"Boston, MA","smaAssets":224421000},{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":273250000}],"custodyNote":"Trillium Wealth has custody of $50.9M in client assets for 27 clients.","otherCustodians":[],"leadership":[{"name":"Steven Laska","title":"Managing Partner, Chief Compliance Officer, and Wealth Advisor","crd":"2559407"},{"name":"Cherry Laska","title":"Partner and Wealth Advisor","crd":"2459512"},{"name":"Matthew Gomoll","title":"Partner and Wealth Advisor","crd":"6698136"}],"ownership":[{"label":"Steven Laska","detail":"Managing partner, chief compliance officer, and wealth advisor in the 50% to 75% ownership band and a control person, since July 2024."},{"label":"Cherry Laska","detail":"Partner and wealth advisor in the 25% to 50% ownership band and a control person, since July 2024."},{"label":"Matthew Gomoll","detail":"Partner and wealth advisor in the 25% to 50% ownership band and a control person, since July 2024."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":5,"privateResidences":0},"listedOfficeAddresses":6,"foreignOffices":[],"officesByState":[{"state":"Florida","offices":1,"addresses":[{"street":"230 S New York Ave, Suite 200","city":"Winter Park","headquarters":true}]},{"state":"Illinois","offices":1,"addresses":[{"street":"2625 N Bridge Street","city":"Yorkville"}]},{"state":"Louisiana","offices":1,"addresses":[{"street":"1900 N 18th Street","city":"Monore"}]},{"state":"New York","offices":1,"addresses":[{"street":"855 Route 146","city":"Clifton Park"}]},{"state":"North Carolina","offices":1,"addresses":[{"street":"555 Fayetteville Street","city":"Raleigh"}]},{"state":"Pennsylvania","offices":1,"addresses":[{"street":"255 W Uwchlan Ave","city":"Downingtown"}]}],"brochureServices":["insurance"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"321-295-8492","stateRegisteredReps":7,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"251-500","assetMix":[{"label":"Exchange-traded equity securities","percent":98},{"label":"Cash and cash equivalents","percent":2}],"privateFunds":0},"sources":{"adv1FilingDate":"27 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/341186/PDF/341186.pdf","brochureDate":"20 July 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052316","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Trillium Wealth have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Trillium Wealth offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Trillium Wealth charge?","answer":"Trillium Wealth charges up to 1.75% a year for its Individually managed accounts. The fee is billed in advance and is negotiable.","source":"TRILLIUM WEALTH LLC ADV 2A, filed 20 July 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Trillium Wealth use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Trillium Wealth have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Trillium Wealth invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Trillium Wealth?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Trillium Wealth get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Trillium Wealth?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 27 July 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}