Trivera Wealth Management, LLC

Trivera Wealth Management provides discretionary and non‑discretionary portfolio management, integrated financial planning, and retirement plan consulting to individuals, high‑net‑worth clients, pension and profit‑sharing plans, charitable organizations, trusts, estates, and corporations. The firm includes IRA rollover advice and states that financial planning services are provided as part of its advisory relationship rather than as a separately billed service.

The firm’s investment process draws on both fundamental and technical analysis and employs long‑term and short‑term strategies across equities, mutual funds, ETFs, fixed income, REITs, and options, including covered‑call strategies. Services are delivered on either a discretionary basis—where the firm is authorized to place trades without prior client approval—or a non‑discretionary basis, where clients retain implementation authority.

Noteworthy aspects relative to peers include an explicit focus on retirement plan and pension consulting (including Section 3(21) fiduciary consulting, investment policy statement development, plan menu due diligence, monitoring, and participant education) alongside portfolio management for both individual and institutional clients, a combination that is uncommon for similarly registered firms. The brochure also discloses that the firm is newly registered with no regulatory assets under management reported, that certain advisory personnel are licensed insurance agents who may earn commissions for insurance sales, and that the firm typically recommends Pershing as custodian, each item noted as potential conflicts in the disclosure.