Trellis Wealth Advisors, LLC
Trellis Wealth Advisors, LLC (CRD# 154861) is a financial advisory firm headquartered in San Luis Obispo, CA. They manage $335,160,359 in 461 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management335MILLION
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Total Number of Accounts461ACCOUNTS
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Average Account Value$727,029
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services

CA
Carrie Miller (CRD# 2624990) is an Investment Advisor Representative working at Trellis Wealth Advisors, LLC in San Luis Obispo, CA and has over 22 years of experience in the finance industry.
Kevin Okimoto (CRD# 4395833) is an Investment Advisor Representative working at Trellis Wealth Advisors, LLC in San Luis Obispo, CA and has over 11 years of experience in the finance industry.
Mark Thompson (CRD# 4432497) 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.
David Whitcher (CRD# 4151621) is an Investment Advisor Representative working at Trellis Wealth Advisors, LLC in San Luis Obispo, CA and has over 21 years of experience in the finance industry.