Trevian Wealth Management, LLC

Weston, MA

Massachusetts

Registered In

01/05/2015

Incorp. Date

Company Summary

Trevian Wealth Management, LLC at 18 Page Rd, Weston, Ma 02493 lists Philip Swisher as the associate.

Registered In

Massachusetts

Incorporation Date

01/05/2015

Company Type

Domestic Limited Liability Company (Llc)

Status

Active

Registration Type

Domestic

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Philip Swisher Registered Agent	18 PAGE RD, WESTON, MA 02493
Philip Swisher REAL PROPERTY
Philip Swisher SOC SIGNATORY

18 PAGE RD, WESTON, MA 02493 View Map

Form 5500

18 Page Road, Weston, Ma 02493 (603) 641-5229 EIN:47-2843973 Plan Admin:Philip Swisher

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameTREVIAN WEALTH PENSION PLAN Plan #002 Participants BOY/EOY3 / 4 Assets BOY/EOY$749,287 / $746,028	2022	TREVIAN WEALTH PENSION PLAN - Plan #002	3 / 4	$749,287 / $746,028
2022	Plan NameTREVIAN WEALTH 401(K) PLAN Plan #001 Participants BOY/EOY3 / 4 Assets BOY/EOY$363,946 / $355,394	2022	TREVIAN WEALTH 401(K) PLAN - Plan #001	3 / 4	$363,946 / $355,394
2021	Plan NameTREVIAN WEALTH PENSION PLAN Plan #002 Participants BOY/EOY2 / 3 Assets BOY/EOY$562,077 / $749,287	2021	TREVIAN WEALTH PENSION PLAN - Plan #002	2 / 3	$562,077 / $749,287
2021	Plan NameTREVIAN WEALTH 401(K) PLAN Plan #001 Participants BOY/EOY2 / 3 Assets BOY/EOY$236,535 / $363,946	2021	TREVIAN WEALTH 401(K) PLAN - Plan #001	2 / 3	$236,535 / $363,946
2020	Plan NameTREVIAN WEALTH PENSION PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$333,832 / $562,077	2020	TREVIAN WEALTH PENSION PLAN - Plan #002	2 / 2	$333,832 / $562,077
2020	Plan NameTREVIAN WEALTH 401(K) PLAN Plan #001 Participants BOY/EOY3 / 2 Assets BOY/EOY$143,256 / $236,535	2020	TREVIAN WEALTH 401(K) PLAN - Plan #001	3 / 2	$143,256 / $236,535
2019	Plan NameTREVIAN WEALTH PENSION PLAN Plan #002 Participants BOY/EOY3 / 2 Assets BOY/EOY$186,734 / $333,832	2019	TREVIAN WEALTH PENSION PLAN - Plan #002	3 / 2	$186,734 / $333,832
2019	Plan NameTREVIAN WEALTH 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$67,846 / $143,256	2019	TREVIAN WEALTH 401(K) PLAN - Plan #001	3 / 3	$67,846 / $143,256

Benefit & Retirement Plans based on Form 5500.

PPP Loans

18 Page Rd, Weston, Ma 02493-2127

Loan Date	Approved	Forgiven	Lender	Jobs
04/08/2020	Approved$64,400 Forgiven$64,944 LenderBlue Ridge Bank, National Association Jobs2	04/08/2020	$64,400	$64,944	Blue Ridge Bank, National Association	2

PPP Loans based on Paycheck Protection Program.

Address Match:18 Page Rd Weston, MA

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• Secretary of the Commonwealth of Massachusetts • U.S. Department of Labor • U.S. Small Business Administration