Member & FounderTrellis Wealth Advisors, LLCCRD 4151621
About David Scott Whitcher
David Scott Whitcher is listed as Member & Founder at Trellis Wealth Advisors, LLC in San Luis Obispo, CA. Form ADV reports a beneficial ownership band of 25-50%.
Reported ownership
Owns 25-50% of Trellis Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does David Scott Whitcher work?
David Scott Whitcher is listed as Member & Founder at Trellis Wealth Advisors, LLC on SEC Form ADV.
How much of Trellis Wealth Advisors, LLC does David Scott Whitcher own?
Form ADV reports a beneficial ownership band of 25-50%.