Monroe, LA Office

Trillium Wealth LLC provides portfolio management, financial planning, retirement plan consulting, and access to private placement investments for a range of clients including individuals, trusts, pension plans, corporations, and other business entities. The firm acts as a discretionary manager and reports $544,636,725 in discretionary assets under management across roughly 625 client relationships.

Investment decisions draw on quantitative, fundamental, technical, and economic analysis and may employ both long- and short‑term strategies, strategic asset allocation, and independent managers. Trillium also integrates private fund commitments for accredited or qualified investors, performing initial and ongoing due diligence, coordinating tax reporting with client CPAs, and handling private fund cash flows and consolidated performance reporting.

Notable features that distinguish Trillium from many peers include an unusually broad office footprint for a team of its size — operating six offices with seven advisors — and a recent firm formation (February 2026) combined with institutional-scale AUM. The firm also offers a wide scope of services beyond typical wealth management—retirement plan fiduciary support, coordination with affiliated tax and insurance entities, advisor insurance licensure, and use of complex instruments such as buffer ETFs and securities‑backed lines of credit.