AdvisorOS Directory
Claim Profile
Unclaimed Profile
MG

Merle Raymond Gilmour

TRELLIS ADVISORS, LLC·ELLENSBURG, Washington
Clean record22 years registeredTRELLIS ADVISORS, LLC
301 W UMPTANUM RD, ELLENSBURG, WA 98926CRD# 4709729Firm CRD# 134364

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Merle Raymond Gilmour · ELLENSBURG, WA
Registration
CRD #4709729 · TRELLIS ADVISORS, LLC · 22 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: TRELLIS ADVISORS, LLC
HIGHTOWER ADVISORS, LLC
Oct 2023 – Oct 2025
Bellevue, WA
TRELLIS ADVISORS, LLC
Jul 2005 – Oct 2023
Ellensburg, WA
LAIRD NORTON TYEE ASSET STRATEGIES, LLC
Sep 2003 – Jul 2005
SEATTLE, WA
02

Registrations & Exams

Registration record
First registered · September 15, 2003
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TRELLIS ADVISORS, LLC
CRD 134364 · SEC 801-69081
AUM
$430M
Regulatory assets under management
Employees
15
1,292 client accounts
Services offered by TRELLIS ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at TRELLIS ADVISORS, LLC →
Introduction

Speak with Merle

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Merle is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ELLENSBURG?

Browse all registered financial advisors in ELLENSBURG, Washington or claim this profile if it's yours.

Browse ELLENSBURG AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Merle Raymond Gilmour offer?
Merle Raymond Gilmour specializes in Financial Planning, Investment Management.
What are Merle Raymond Gilmour's credentials?
Merle Raymond Gilmour is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Merle Raymond Gilmour located?
Merle Raymond Gilmour is based in ELLENSBURG, Washington, last registered with TRELLIS ADVISORS, LLC.
How does Merle Raymond Gilmour charge for services?
Merle Raymond Gilmour's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRELLIS ADVISORS, LLC?
TRELLIS ADVISORS, LLC has approximately 15 employees and manages $430M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Washington
SEATTLE (382)BELLEVUE (192)SPOKANE (71)VANCOUVER (58)BELLINGHAM (41)TACOMA (34)KIRKLAND (30)GIG HARBOR (28)EDMONDS (22)MERCER ISLAND (19)
City Guides
SEATTLE GuideBELLEVUE GuideSPOKANE GuideVANCOUVER GuideBELLINGHAM Guide
Research
Advisor Fees in WashingtonNational Fee Analysis
Request removal of this profile