RIA Intel›Advisers›Connecticut›TRIVIUM POINT ADVISORY, LLC

TRIVIUM POINT ADVISORY, LLC

Advisory

N·WILTON, CT

Data as of Mar 6, 2026 · Source: SEC Form ADV

Total AUM
$1.6B
1-Year AUM Growth
+107.7%
3-Year CAGR
+22.9%
Employees
12
Assets Under Management
Total AUM$1.6B
Discretionary AUM$1.5B
Non-Discretionary AUM$171M
Discretionary %89.5%
Total Clients1,112
Team
Total Employees12
Investment Advisers38
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record22
First FilingJan 11, 2018
Latest FilingMar 6, 2026
🔒 Full AUM trend chart and 22 historical filings spanning 8+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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