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 17 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 7 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 16 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 16 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.