SEC Seal
SEC Banner
Search the Next-Generation EDGAR System
Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001901929-24-000006
Filing Date
2024-10-09
Accepted
2024-10-09 14:05:55
Documents
2
Period of Report
2024-09-30
Effectiveness Date
2024-10-09

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 1901
2 Trevian13f_3q2024.html INFORMATION TABLE  
2 Trevian13f_3q2024.xml INFORMATION TABLE 16072
  Complete submission text file 0001901929-24-000006.txt   19143
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.: 241362393