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AJ

Ashley N. Janosek

TRILLIUM WEALTH
Yorkville, IL 60560
Some features on this profile are disabled
CRD#: 6652722
AJ

Professional summary

Ashley Nicole Janosek, who also goes by Ashley Wozniak, is a registered financial advisor currently at TRILLIUM WEALTH LLC located in Yorkville, Illinois.

Ashley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Ashley has worked at 4 firms and has passed the Series 65, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Ashley Wozniak

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ashley Nicole Janosek's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

April 30, 2026 - Present

TRILLIUM WEALTH LLC

Office #1: 2625 N Bridge Street, Yorkville, IL 60560
RIA
CRD#: 341186
Yorkville, IL
Past

April 11, 2025 - May 1, 2026

CWM, LLC

RIA
CRD#: 155344
Yorkville, IL
Past

June 14, 2024 - July 11, 2024

OSAIC WEALTH, INC.

BD
CRD#: 23131
YORKVILLE, IL
Past

May 1, 2024 - June 14, 2024

SECURITIES AMERICA, INC.

BD
CRD#: 10205
YORKVILLE, IL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Illinois
(4/30/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/8/2025
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 5/1/2024
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 4/8/2024
Securities Industry Essentials Examination

Current Firm

TW
TRILLIUM WEALTH LLC
TRILLIUM WEALTH LLC

CRD#: 341186 / SEC#: 801-135712

RIA
Registered Investment Advisory firm - (3/26/2026 120-Day Approval)
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Contact information

Main Address
230 S New York Ave Suite 200, Winter Park, FL 32789
Mailing Address
Phone number
(321) 295-8492
Established
Firm type
Fiscal year end
# of Employees
13

SEC notice filing (15 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TRILLIUM WEALTH LLC ADV 2A (2/26/2026)
0

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

TRILLIUM WEALTH LLC

CRD#: 341186Yorkville, IL 60560

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