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).

Current Firm Details
1135 Santa Rosa Street, Suite 310, San Luis Obispo, CA 93401
https://trelliswealth.com
By the Numbers
  • Total Assets Under Management
    335
    MILLION
  • Total Number of Accounts
    461
    ACCOUNTS
  • Average Account Value
    $727,029
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

Financial Advisors at Trellis Wealth Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Carrie Miller, financial advisor San Luis Obispo CA
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 22 years of experience in the finance industry.

2
Kevin Okimoto, financial advisor San Luis Obispo CA
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 11 years of experience in the finance industry.

3
Mark Thompson, financial advisor San Luis Obispo CA
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 20 years of experience in the finance industry.

4
David Whitcher, financial advisor San Luis Obispo CA
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 21 years of experience in the finance industry.

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