PPrivate Fund Data
Log in Join · $37/mo
CompaniesFundsPeopleRankingsScreener
Log in Join · $37/mo

Trellis Wealth Advisors, LLC

● SEC registered since 2014CRD 154861SEC# 801-80089San Luis Obispo, CA
Export (members)
Reg. AUM
$479.8M
Employees
4
Accounts
494
Location
San Luis Obispo, CA

Trellis Wealth Advisors, LLC assets under management

Trellis Wealth Advisors, LLC is an investment advisory firm registered with the SEC based in San Luis Obispo, CA. The firm has been registered since 2014. It reports $479.8 million in regulatory assets under management and employs 4 people.
trelliswealth.comView on SEC.gov ↗

Trellis Wealth Advisors, LLC owners & executives

6 reported
NameTitleOwnershipSince
Carrie Lynne Miller ControlMember10-25%2014
David Scott Whitcher ControlMember & Founder25-50%2010
Kevin Jun Okimoto ControlFounder (07/2010) & Trustee25-50%2010
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Trellis Wealth Advisors, LLC manage?

Trellis Wealth Advisors, LLC reports $479.8 million in regulatory assets under management on its Form ADV.

How many employees does Trellis Wealth Advisors, LLC have?

Trellis Wealth Advisors, LLC reports 4 employees.

Where is Trellis Wealth Advisors, LLC located?

Trellis Wealth Advisors, LLC is based in San Luis Obispo, CA and has been SEC-registered since 2014.

Does Trellis Wealth Advisors, LLC disclose fund performance?

Trellis Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1135 Santa Rosa Street, Suite 310, San Luis Obispo, CA 93401
Phone805-548-8920
Fax805-548-8921
Office hours6 a.m. - 4 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Regulatory AUM

$479.8M▲ 24%
Mar '25 — $385.5MApr '25 — $385.5MMay '25 — $385.5MJun '25 — $385.5MJul '25 — $385.5MAug '25 — $385.5MSep '25 — $385.5MOct '25 — $385.5MNov '25 — $385.5MDec '25 — $385.5MJan '26 — $385.5MFeb '26 — $385.5MMar '26 — $479.8MApr '26 — $479.8MMay '26 — $479.8MJun '26 — $479.8M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 49%
Larger than 51% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers

Assets under management

$479.8Mregulatory AUM
Discretionary $474.9MNon-discretionary $4.9M