Trellis Advisors, LLC

Trellis Advisors, LLC (CRD# 134364) is a financial advisory firm headquartered in Ellensburg, WA. They manage $462,071,547 in 1,191 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    462
    MILLION
  • Total Number of Accounts
    1,191
    ACCOUNTS
  • Average Account Value
    $387,969
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, OR, WA

Financial Advisors at Trellis Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Merle R. Gilmour
CRD#: 4709729
301 W Umptanum Road Suite 5, Ellensburg, WA 98926

Merle Gilmour (CRD# 4709729) is an Investment Advisor Representative working at Trellis Advisors, LLC in Ellensburg, WA and has 1 year of experience in the finance industry. Merle Gilmour has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Trevor S. Seamons
CRD#: 4646966
301 W Umptanum Rd, Suite 5, Ellensburg, WA 98926

Trevor Seamons (CRD# 4646966) is an Investment Advisor Representative working at Trellis Advisors, LLC in Ellensburg, WA and has over 18 years of experience in the finance industry. Trevor Seamons has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Kelly E. Sweet
CRD#: 2703340
8804 Roosevelt Way Ne, Seattle, WA 98115

Kelly Sweet (CRD# 2703340) is an Investment Advisor Representative working at Trellis Advisors, LLC in Seattle, WA and has over 26 years of experience in the finance industry. Kelly Sweet has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Amanda N. Eilers
CRD#: 6565094
301 W Umptanum Rd, Suite 5, Ellensburg, WA 98926

Amanda Eilers (CRD# 6565094) is an Investment Advisor Representative working at Trellis Advisors, LLC in Ellensburg, WA and has 1 year of experience in the finance industry. Amanda Eilers has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.