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RIA / WealthAdvisor10 years in industry

Matthew James Gomoll

Advisor at TRILLIUM WEALTH LLC

Raleigh, NC | WINTER PARK, FL

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Search this name across graphsid dfx:ria:b85e1b07-4bcd-cfc2-411d-cdaaae4b8651

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Sep 22, 2016 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Sep 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: 5
Current registrations: 1
Registered states: 2
Exams: S65
First exam: Sep 22, 2016
First registration: Sep 22, 2016
Dual registered: no
IAPD individual key: 6698136

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
TRILLIUM WEALTH LLC	Independent wealth	Apr 30, 2026	n/a	yes	WINTER PARK, FL\|Raleigh, NC	Current employment
CWM, LLC	Bd affiliated wealth	Feb 4, 2020	May 1, 2026	no	Raleigh, NC\|OMAHA, NE\|Washington, DC	Previous registration
CWM, LLC	Bd affiliated wealth	Jan 28, 2020	Jan 28, 2020	no	Raleigh, NC\|OMAHA, NE	Previous registration
DGS CAPITAL MANAGEMENT	Independent wealth	Jan 6, 2020	Apr 21, 2020	no	Raleigh, NC	Previous registration
DGS CAPITAL MANAGEMENT	Independent wealth	Nov 6, 2017	Dec 31, 2019	no	Raleigh, NC	Previous registration
VISIONQUEST WEALTH MANAGEMENT, LLC	Former SEC adviser	Sep 22, 2016	Jul 27, 2017	no	RALEIGH, NC	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CWM, LLC	TRILLIUM WEALTH LLC	May 1, 2026	Apr 30, 2026	-1	Firm change	Ibd to new firm
DGS CAPITAL MANAGEMENT	CWM, LLC	Apr 21, 2020	Jan 28, 2020	-84	Firm change after gap	RIA to ibd
VISIONQUEST WEALTH MANAGEMENT, LLC	DGS CAPITAL MANAGEMENT	Jul 27, 2017	Nov 6, 2017	102	Firm change	Other

Relationships

Registered with (4)

→ TRILLIUM WEALTH LLCRegistered adviserregistration: current employment
Apr 30, 2026 to presentfactForm ADV
→ CWM, LLCRegistered adviserregistration: previous registration
Feb 4, 2020 to May 1, 2026factForm ADV
→ DGS CAPITAL MANAGEMENTRegistered adviserregistration: previous registration
Jan 6, 2020 to Apr 21, 2020factForm ADV
→ VISIONQUEST WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Sep 22, 2016 to Jul 27, 2017factForm ADV

Dated events

Occurred
May 1, 2026
Advisor changed firm
Matthew James Gomoll left Cwm, Llc for Trillium Wealth Llc (registered 2026-04-30)
Form ADVobserved 4 days ago