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).

Current Firm Details

1026 Chorro Street, Suite 270, San Luis Obispo, CA 93401

http://trelliswealth.com

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

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

1026 Chorro Street, Suite 270, San Luis Obispo, CA 93401

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 17 years of experience in the finance industry.

Kevin J. Okimoto

CRD#: 4395833

1026 Chorro Street, Suite 270, San Luis Obispo, CA 93401

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.

Mark G. Thompson

CRD#: 4432497

1026 Chorro Street, Suite 270, San Luis Obispo, CA 93401

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.

David S. Whitcher

CRD#: 4151621

1026 Chorro Street, Suite 270, San Luis Obispo, CA 93401

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 16 years of experience in the finance industry.

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