Trellis Wealth Advisors, LLC

Trellis Wealth Advisors, LLC (CRD# 154861) is a financial advisory firm headquartered in San Luis Obispo, CA. They manage $346,609,568 in 518 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
https://trelliswealth.com
By the Numbers
  • Total Assets Under Management
    347
    MILLION
  • Total Number of Accounts
    518
    ACCOUNTS
  • Average Account Value
    $669,130
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
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 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 24 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 13 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 22 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 23 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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