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Get the free Trevian Wealth Management LLC Form 13F-HR Filed 2022-01-31. Accession Number

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SECURITIES AND EXCHANGE COMMISSIONER 13FHR Initial quarterly Form 13F holdings report filed by institutional managersFiling Date: 20220131 | Period of Report: 20211231 SEC Accession No. 000190192922000001
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Trevian Wealth Management LLC is a financial management company that provides investment advice and wealth management services to clients.
Trevian Wealth Management LLC is required to file with relevant regulatory bodies, such as the SEC or state securities regulators, depending on the jurisdiction.
Trevian Wealth Management LLC must fill out the required forms and reports, including financial statements, disclosures of conflicts of interest, and other regulatory filings.
The purpose of Trevian Wealth Management LLC is to manage and grow the wealth of its clients through strategic investment decisions and financial planning.
Trevian Wealth Management LLC must report on its financial performance, investment strategies, client assets under management, fees charged, and any regulatory disclosures.
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