This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

TRILLIUM WEALTH LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66

First exam

Aug 9, 2024

First registration

Aug 12, 2024

Dual registered

no

Other names

Luke John Thompson

IAPD individual key

7887570

• Occurred

  May 1, 2026
  Advisor changed firm

  Lucas John Thompson left Cwm, Llc for Trillium Wealth Llc (registered 2026-04-30)

  Form ADVobserved 4 days ago
• Occurred

  Jul 24, 2025
  Advisor changed firm

  Lucas John Thompson left Thrivent Investment Management Inc. for Cwm, Llc (registered 2025-09-03)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a3a1f044-4e68-4846-5843-8d0073d1503a

First observed

Aug 12, 2024

Last observed

Sep 15, 2026 4 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.