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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

TRILLIUM WEALTH LLC

CRD 341186

WINTER PARK, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:db877ee0-8543-471e-0fa2-dd8336aaf339

Data as of Jul 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:15 PM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 2
On other graphs: 0
Observed: Feb 26, 2026 to Jul 27, 2026
2 observations

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

Firm class: independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $545MItem 5.F on the latest filing (2026-07-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $545M
Private client RAUM: $533MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $77.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 13
Advisory employees: 7
Offices: 5Schedule D 1.F, beyond the principal office
Accounts: 1,708
Individual clients: 525
High net worth clients: 100
Custody, client assets: $50.9M
SEC number: 801-135712
CRD: 341186
Filings on the tape: 2
First filed: Feb 26, 2026
Latest filed: Jul 27, 2026
Organised: Limited Liability Company, FL
Website: trillium-wealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	In industry	Prior firms	Dual registered
Steven Mitchell Laska	n/a	WINTER PARK, FL	18	4	no
Cherry Gayle Laska	Certified Financial Planner	WINTER PARK, FL	12	3	no
THOMAS AVERY SKELLEY	n/a	WINTER PARK, FL \| Downingtown, PA	26	4	no
ASHLEY NICOLE JANOSEK	Certified Financial Planner	WINTER PARK, FL \| Yorkville, IL	10	1	no
Matthew James Gomoll	n/a	Raleigh, NC \| WINTER PARK, FL	10	5	no
Lucas John Thompson	n/a	WINTER PARK, FL \| Yorkville, IL	10	2	no
JAMES HENRY SMITH	n/a	Monroe, LA \| WINTER PARK, FL	19	4	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Gomoll, Matthew, James	PARTNER AND WEALTH ADVISOR	C	yes	07/2024	Jul 27, 2026	Jul 27, 2026
Laska, Cherry, Gayle	PARTNER AND WEALTH ADVISOR	C	yes	07/2024	Jul 27, 2026	Jul 27, 2026
Laska, Steven, Mitchell	MANAGING PARTNER, CHIEF COMPLIANCE OFFICER, AND WEALTH ADVISOR	D	yes	07/2024	Jul 27, 2026	Jul 27, 2026

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 26, 2026	$0	$0	13	7	5	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
7	0	7	0.0%	0	0	0	7	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$545M	n/a	n/a	n/a	n/a	13	n/a	5	n/a

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
CWM, LLC	2	May 1, 2026	Apr 30, 2026	YORKVILLE, IL	Team lift out	Ibd to new firm	0.3%
CWM, LLC	3	May 1, 2026	May 8, 2026	OMAHA, NE	Team lift out	Ibd to new firm	0.5%

Relationships

Controls (3)

← Laska, Cherry, GayleOwnerPARTNER AND WEALTH ADVISOR, ownership code C, individual
Jul 27, 2026 to presentfactForm ADV
← Laska, Steven, MitchellOwnerMANAGING PARTNER, CHIEF COMPLIANCE OFFICER, AND WEALTH ADVISOR, ownership code D, individual
Jul 27, 2026 to presentfactForm ADV
← Gomoll, Matthew, JamesOwnerPARTNER AND WEALTH ADVISOR, ownership code C, individual
Jul 27, 2026 to presentfactForm ADV

Registered with (7)

← JAMES HENRY SMITHAdvisorregistration: current employment
May 8, 2026 to presentfactForm ADV
← Cherry Gayle LaskaAdvisorregistration: current employment
Apr 30, 2026 to presentfactForm ADV
← THOMAS AVERY SKELLEYAdvisorregistration: current employment
Apr 30, 2026 to presentfactForm ADV
← ASHLEY NICOLE JANOSEKAdvisorregistration: current employment
Apr 30, 2026 to presentfactForm ADV
← Matthew James GomollAdvisorregistration: current employment
Apr 30, 2026 to presentfactForm ADV
← Lucas John ThompsonAdvisorregistration: current employment
Apr 30, 2026 to presentfactForm ADV
← Steven Mitchell LaskaAdvisorregistration: current employment
Mar 27, 2026 to presentfactForm ADV

Moved with (1)

← CWM, LLCRegistered adviser3 advisors, team lift out, same day
May 1, 2026 to Apr 30, 2026factForm ADV

Dated events

Occurred
May 1, 2026
Team lift-out
3 advisors left Cwm, LLC (Omaha, NE) for Trillium Wealth LLC on the same day
Form ADVobserved 5 days ago
3 advisors
Occurred
May 1, 2026
Team lift-out
2 advisors left Cwm, LLC (Yorkville, IL) for Trillium Wealth LLC on the same day
Form ADVobserved 4 days ago
2 advisors

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:db877ee0-8543-471e-0fa2-dd8336aaf339
First observed: Feb 26, 2026
Last observed: Jul 27, 2026 55 days ago
Source families: Federal regulator filings
3 registered feeds 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.

TRILLIUM WEALTH LLC

CRD 341186

WINTER PARK, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:db877ee0-8543-471e-0fa2-dd8336aaf339

Data as of Jul 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:15 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Steven Mitchell Laska

n/a

WINTER PARK, FL

Cherry Gayle Laska

Certified Financial Planner

WINTER PARK, FL

THOMAS AVERY SKELLEY

n/a

WINTER PARK, FL | Downingtown, PA

ASHLEY NICOLE JANOSEK

Certified Financial Planner

WINTER PARK, FL | Yorkville, IL

Matthew James Gomoll

n/a

Raleigh, NC | WINTER PARK, FL

Lucas John Thompson

n/a

WINTER PARK, FL | Yorkville, IL

JAMES HENRY SMITH

n/a

Monroe, LA | WINTER PARK, FL

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Gomoll, Matthew, James

PARTNER AND WEALTH ADVISOR

yes

07/2024

Jul 27, 2026

Laska, Cherry, Gayle

PARTNER AND WEALTH ADVISOR

yes

07/2024

Jul 27, 2026

Laska, Steven, Mitchell

MANAGING PARTNER, CHIEF COMPLIANCE OFFICER, AND WEALTH ADVISOR

yes

07/2024

Jul 27, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 26, 2026

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$545M

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CWM, LLC

May 1, 2026

Apr 30, 2026

YORKVILLE, IL

Team lift out

Ibd to new firm

0.3%

CWM, LLC

May 1, 2026

May 8, 2026

OMAHA, NE

Team lift out

Ibd to new firm

0.5%