TRELLIS WEALTH ADVISORS, LLC

SAN LUIS OBISPO, California·5 registered advisors·CRD# 154861
SEC# 801-800890805-548-8920
01

Firm Overview

AUM
$347M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
03

Specialties

Investment ManagementFee-Only Advisory
04

Advisors at TRELLIS WEALTH ADVISORS, LLC

5 registered advisors
Carrie Lynne Miller
SAN LUIS OBISPO, California
David Scott Whitcher
SAN LUIS OBISPO, California
Kevin Jun Okimoto
SAN LUIS OBISPO, California
Krist Sue Zipfel
SAN LUIS OBISPO, California
Mark Gordon Thompson
SAN LUIS OBISPO, California
05

Office Locations

SAN LUIS OBISPO, California
5 advisors

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Data sourced from SEC Form ADV filings. TRELLIS WEALTH ADVISORS, LLC (CRD# 154861) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.