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Partner and Wealth Advisor · Trillium Wealth LLC

Matthew J. Gomoll

CRD 6698136 · Named on Form ADV at one SEC-registered adviser

At a glance

Trillium Wealth LLC, an SEC-registered wealth manager based in Winter Park, FL with $545 million in regulatory assets, lists Matthew J. Gomoll on its Form ADV as Partner and Wealth Advisor, a control person.

Firms and roles

  • Trillium Wealth LLCPartner and Wealth AdvisorWealth manager · Winter Park, FL · $545M in regulatory assets

AtlasMembers

Matthew’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Steven M. LaskaManaging Partner, Chief Compliance Officer, and Wealth Advisor, Trillium Wealth LLC
  • Cherry G. LaskaPartner and Wealth Advisor, Trillium Wealth LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Matthew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.