| Name | Title | Ownership | Since |
|---|---|---|---|
| Carrie Lynne Miller Control | Member | 10-25% | 2014 |
| David Scott Whitcher Control | Member & Founder | 25-50% | 2010 |
| Kevin Jun Okimoto Control | Founder (07/2010) & Trustee | 25-50% | 2010 |
Trellis Wealth Advisors, LLC reports $385.5 million in regulatory assets under management on its Form ADV.
Trellis Wealth Advisors, LLC reports 4 employees.
Trellis Wealth Advisors, LLC is based in San Luis Obispo, CA and has been SEC-registered since 2014.
Trellis Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1135 Santa Rosa Street, Suite 310, San Luis Obispo, CA 93401 |
| Phone | 805-548-8920 |
| Fax | 805-548-8921 |
| Office hours | 6 a.m. - 4 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $381.1M |
| Non-discretionary | $4.4M |
| Total (RAUM) | $385.5M |