Trellis Wealth Advisors, LLC

CRD 154861 · San Luis Obispo, CA · $479.8M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 154861
SEC number: 801-80089
Firm type: RIA
Assets under management: $479.8M as of Mar 13, 2026
Website: trelliswealth.com ↗
Phone: 805-548-8920
Address: 1135 Santa Rosa Street, San Luis Obispo, CA, 93401

Advisors at this firm

4 in our index · page 1 of 1

Carrie Lynne MillerCRD 2624990 · San Luis Obispo, CA

IA Registered
Kevin Jun OkimotoCRD 4395833 · San Luis Obispo, CA

IA Registered
Mark Gordon ThompsonCRD 4432497 · San Luis Obispo, CA

IA Registered
David Scott WhitcherCRD 4151621 · San Luis Obispo, CA

IA Registered

Source & corrections

Where this page comes from

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