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TRELLIS WEALTH ADVISORS, LLC
CRD 154861 · SEC 801-80089
1135 SANTA ROSA STREET, SUITE 310, SAN LUIS OBISPO, CA, 93401, United States
Phone
805-548-8920
Fax
805-548-8921
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$479.8M
Discretionary AUM
$474.9M
Team
4 total employees; 4 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-13
Disciplinary history
No
Services
Portfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 23 | $9.8M |
| High net worth individuals | 105 | $468.1M |
States served
CA, CO, TX
All web addresses on file
Official SEC filing: View on IAPD