Trellis Wealth Advisors, LLC

Trellis Wealth Advisors, LLC (CRD# 154861) is a financial advisory firm headquartered in San Luis Obispo, CA. They manage $118,773,633 in 64 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    119
    MILLION
  • Total Number of Accounts
    64
    ACCOUNTS
  • Average Account Value
    $1,855,838
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
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, TX

Financial Advisors at Trellis Wealth Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Carrie L. Miller
CRD#: 2624990
1026 Chorro Street, Suite 270, San Luis Obispo, CA 93401
93
Wealthminder
score

Carrie Miller (CRD# 2624990) is an Investment Advisor Representative working at Trellis Wealth Advisors, LLC in San Luis Obispo, CA and has over 16 years of experience in the finance industry.

2
Kevin J. Okimoto
CRD#: 4395833
1026 Chorro Street, Suite 270, San Luis Obispo, CA 93401
93
Wealthminder
score

Kevin Okimoto (CRD# 4395833) is an Investment Advisor Representative working at Trellis Wealth Advisors, LLC in San Luis Obispo, CA and has over 6 years of experience in the finance industry.

3
Mark G. Thompson
CRD#: 4432497
1026 Chorro Street, Suite 270, San Luis Obispo, CA 93401
93
Wealthminder
score

Mark Thompson (CRD# 4432497) is an Investment Advisor Representative working at Trellis Wealth Advisors, LLC in San Luis Obispo, CA and has over 15 years of experience in the finance industry.

4
David S. Whitcher
CRD#: 4151621
1026 Chorro Street, Suite 270, San Luis Obispo, CA 93401
93
Wealthminder
score

David Whitcher (CRD# 4151621) is an Investment Advisor Representative working at Trellis Wealth Advisors, LLC in San Luis Obispo, CA and has over 15 years of experience in the finance industry.

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