DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Former SEC-registered adviser

Trivelloni Asset Management

Former SEC-registered adviserCRD 149379SEC 801-69905IAPD
Legal name Trivelloni Asset Management, LLC
Latest filing Jul 13, 2012
First filing on the tape Apr 16, 2012 · 3 filings
RAUM
$1.6M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
n/a
n/a advisory (5.B.1)
Offices
n/a
beyond the principal office
Private funds
0
reported on Schedule D
History
3 filings and snapshots on the tape
RAUM$1.6M as of Jul 13, 2012
Apr 16, 2012$1.0M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jul 13, 2012
Apr 16, 20120 then
Employees (5.A): no history
Private funds: no history
Practice profile
derived from the filing of Jul 13, 2012; every figure names its basis
RAUM per advisor
unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$22,689derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived1 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, hourlyreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, otherreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
71reported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, hourlyreported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
3 left, 0 joined in 12 months
net -3 in 12 months0 left in 90 days0 joined in 90 days3 left over 36 months
Joined, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
    Teams outTeams in
    Private funds
    No private fund reported.
    Owners and control persons
    Schedule A and B, latest filing
    • Bruno Antonio Trivelloni · Member And Chief Compliance Officercontrol
      since 01/2009 · owns 75% or more
    Related persons
    Schedule D 7.A
    No related person reported.
    Office movement
    IAPD branch city; joins and departures in 12 months
    OfficeAdvisorsJoinedLeftTeams outForming
    Mount Clemens, Mi003
    Offices
    Schedule D 1.F, the 25 largest
    No branch office listed.
    What changed
    consecutive filings, newest first
    • Accounts · 56 to 71
      Apr 19, 2012 to Jul 13, 2012
    • Discretionary RAUM · $1.0M to $1.6M
      Apr 19, 2012 to Jul 13, 2012
    • RAUM · $1.0M to $1.6M
      Apr 19, 2012 to Jul 13, 2012
    Signals
    5 dated events
    • Kathleen Valerie Elliott left Trivelloni Asset Management for Thepartners Wealth Management (registered 2025-03-27)
      Dec 31, 2025 · Advisor changed firm · fact
    • Zachary J Smith left Trivelloni Asset Management for Thepartners Wealth Management (registered 2025-03-04)
      Dec 31, 2025 · Advisor changed firm · fact
    • Antonio Bruno Trivelloni left Trivelloni Asset Management for Thepartners Wealth Management (registered 2026-06-03)
      Dec 31, 2025 · Advisor changed firm · fact
    • Trivelloni Asset Management's advisors moved to Thepartners Wealth Management (Mount Clemens, MI): 3 of 3 registered, on the same day
      Dec 31, 2025 · Firm absorbed (people side) · derived
    • Angelica Maria Lopez left Trivelloni Asset Management for Commonwealth Financial Network (registered 2023-01-31)
      Nov 4, 2022 · Advisor changed firm · fact
    Across DFX
    shared identifiers only, never a name match
    No identifier-backed link to the venture, private equity, family office or sponsor graphs.
    Provenance
    Form ADV
    SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
    Advisors
    IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
    Class
    Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
    RAUM per advisor
    n/aderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 14, 2026