Yorkville, IL Office
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Trillium Wealth LLC
Team
Firm-wide stats for Trillium Wealth LLC
About
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.
Based on Trillium Wealth LLC
Expertise
Based on Trillium Wealth LLC
Location
2625 N Bridge Street
Yorkville IL 60560
Advisors at this office
2
Advisors at this office
Ashley J
CFP®, Series 65
Yorkville, IL
Trillium Wealth LLC
Ashley Janosek is a CFP® and holds a Series 65 license with one year of industry experience. She has worked at Trillium Wealth LLC since 2024 and also serves as an accountant preparing tax returns for Trillium Tax, LLC. Prior to this, she held positions at CWM, LLC, OSAIC, Securities America, Inc., Watts & Associates, and Synergy Financial Services. Trillium Wealth LLC provides portfolio management, financial planning, retirement plan consulting, and access to private placement investments for individuals, trusts, pension plans, corporations, and other business entities. The firm combines multiple investment approaches including quantitative, fundamental, technical, and economic analysis, and manages over $544 million in discretionary assets across roughly 625 client relationships.
Lucas T
Series 66
Yorkville, IL
Trillium Wealth LLC
Lucas Thompson is a financial advisor with Trillium Wealth LLC and holds a Series 66 designation. He has two years of industry experience, including prior roles at CWM, LLC and Thrivent Financial. Outside of his advisory work, he has been involved with The Write Stuff. Trillium Wealth LLC provides portfolio management, financial planning, retirement plan consulting, and access to private placement investments for individuals, trusts, pension plans, corporations, and other business entities. The firm uses quantitative, fundamental, technical, and economic analysis in its investment approach and manages over $544 million in discretionary assets across approximately 625 clients.
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