TRIVIUM POINT ADVISORY, LLC
C20
CRD 292182·SEC 801-112426·WILTON, CT
AUM
$1.63B
$1B+
Est. Revenue
$16.3M
@ 1% on AUM
Est. EBITDA
$4.9M
@ 30% margin
Est. Deal Value
$39.1M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $488.9M
'21 · $619.0M
'22 · $660.2M
'23 · $796.8M
'25 · $1.49B
'26 · $1.63B
'20'26
$488.9M → $1.63B▲ +233%
Client mix
| Individuals Other | 467 |
| Individuals High Net Worth | 319 |
| Pension Profit Sharing Plans | 62 |
| Charitable Organizations | 2 |
Operations
Advisory staff (5-yr trend)
'20 · 5 advisors
'21 · 5 advisors
'22 · 10 advisors
'23 · 8 advisors
'25 · 23 advisors
'26 · 12 advisors
'20'26
5 advisors → 12 advisors▲ +140%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (11)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
40 DANBURY ROADSUITE 301WILTON, CT 06897
Business
40 DANBURY ROADSUITE 301WILTON, CT 06897
Edgar Recent Filings
13F-HR2026-04-21 · 0001951757-26-000655
13F-HR2026-01-26 · 0001951757-26-000297