Trellis Wealth Advisors, LLC
Trellis Wealth Advisors, LLC is an SEC-registered wealth manager in San Luis Obispo, CA with $479.8M assets under management (AUM, regulatory AUM), +24% over one year. See who owns Trellis Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 154861, SEC 801-80089, data through 2026-03-13.
- AUM (assets under management / regulatory AUM)
- $479.8M (2026-03-13)
- Firm type
- Wealth Manager
- Location
- San Luis Obispo, CA
- Employees
- 4
- Clients
- 128
- CRD
- 154861
- Ownership
- WHITCHER, DAVID, SCOTT; OKIMOTO, KEVIN, JUN; MILLER, CARRIE, LYNNE; THOMPSON, MARK, GORDON; OKIMOTO FAMILY TRUST DTD 4/6/2011
How much AUM does Trellis Wealth Advisors, LLC have?
Trellis Wealth Advisors, LLC reported $479.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-13).
Who owns Trellis Wealth Advisors, LLC?
Disclosed owners and executives of Trellis Wealth Advisors, LLC include WHITCHER, DAVID, SCOTT, OKIMOTO, KEVIN, JUN, MILLER, CARRIE, LYNNE, THOMPSON, MARK, GORDON, OKIMOTO FAMILY TRUST DTD 4/6/2011. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.