Trellis Wealth Advisors, LLC

Trellis Wealth Advisors, LLC (CRD# 154861) is a financial advisory firm headquartered in San Luis Obispo, CA. They manage $235,245,575 in 405 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details

1135 Santa Rosa Street, Suite 310, San Luis Obispo, CA 93401

http://trelliswealth.com

By the Numbers

Total Assets Under Management

235

MILLION
Total Number of Accounts

405

ACCOUNTS
Average Account Value

$580,853

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

Registered Investment Advisor

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.

Carrie L. Miller

CRD#: 2624990

1135 Santa Rosa Street, Suite 310, San Luis Obispo, CA 93401

Carrie Miller (CRD# 2624990) is an Investment Advisor Representative working at Trellis Wealth Advisors, LLC in San Luis Obispo, CA and has over 20 years of experience in the finance industry.

Kevin J. Okimoto

CRD#: 4395833

1135 Santa Rosa Street, Suite 310, San Luis Obispo, CA 93401

Kevin Okimoto (CRD# 4395833) is an Investment Advisor Representative working at Trellis Wealth Advisors, LLC in San Luis Obispo, CA and has over 10 years of experience in the finance industry.

Mark G. Thompson

CRD#: 4432497

1135 Santa Rosa Street, Suite 310, San Luis Obispo, CA 93401

Mark Thompson (CRD# 4432497) is an Investment Advisor Representative working at Trellis Wealth Advisors, LLC in San Luis Obispo, CA and has over 19 years of experience in the finance industry.

David S. Whitcher

CRD#: 4151621

1135 Santa Rosa Street, Suite 310, San Luis Obispo, CA 93401

David Whitcher (CRD# 4151621) is an Investment Advisor Representative working at Trellis Wealth Advisors, LLC in San Luis Obispo, CA and has over 19 years of experience in the finance industry.

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