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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001767940-23-000005
Filing Date
2023-10-30
Accepted
2023-10-30 15:12:54
Documents
2
Period of Report
2023-09-30
Effectiveness Date
2023-10-30

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 1899
2 Trevian13f_3q2023.html INFORMATION TABLE  
2 Trevian13f_3q2023.xml INFORMATION TABLE 16007
  Complete submission text file 0001767940-23-000005.txt   19043
Mailing Address 18 PAGE RD WESTON MA 02493
Business Address 18 PAGE RD WESTON MA 02493 8473473000
Trevian Wealth Management LLC (Filer) CIK: 0001901929 (see all company filings)

IRS No.: 472843973 | State of Incorp.: MA | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-21548 | Film No.: 231359819