Kevin Jun Okimoto is listed as Founder (07/2010) & Trustee 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 Kevin Jun Okimoto work?
Kevin Jun Okimoto is listed as Founder (07/2010) & Trustee at Trellis Wealth Advisors, LLC on SEC Form ADV.
How much of Trellis Wealth Advisors, LLC does Kevin Jun Okimoto own?
Form ADV reports a beneficial ownership band of 25-50%.