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MG

Matthew J. Gomoll

TRILLIUM WEALTH
Raleigh, NC 27601
Some features on this profile are disabled
CRD#: 6698136
MG

Professional summary

Matthew James Gomoll is a registered financial advisor currently at TRILLIUM WEALTH LLC located in Raleigh, North Carolina.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Matthew has worked at 4 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Matthew James Gomoll'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: 555 Fayetteville Street Suite 300, Raleigh, NC 27601
RIA
CRD#: 341186
Raleigh, NC
Past

February 4, 2020 - May 1, 2026

CWM, LLC

RIA
CRD#: 155344
Raleigh, NC
Past

January 28, 2020 - January 28, 2020

CWM, LLC

RIA
CRD#: 155344
Raleigh, NC
Past

January 6, 2020 - April 21, 2020

DGS CAPITAL MANAGEMENT

RIA
CRD#: 281938
Raleigh, NC
Past

November 6, 2017 - December 31, 2019

DGS CAPITAL MANAGEMENT

RIA
CRD#: 281938
Raleigh, NC
Past

September 22, 2016 - July 27, 2017

VISIONQUEST WEALTH MANAGEMENT, LLC

RIA
CRD#: 135581
RALEIGH, NC

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)
IAR
North Carolina
(4/30/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/22/2016
Uniform Investment Adviser Law 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)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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#: 341186Raleigh, NC 27601

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