TRELLIS WEALTH ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$479,836,174
Discretionary
$474,898,276
Non-discretionary
$4,937,898
Firm details
- CRD number
- 154861
- SEC file number
- 801-80089
- Main office
- SAN LUIS OBISPO, CA, United States
- Employees
- 4
- SEC status
- Approved
- Website
- HTTPS://TRELLISWEALTH.COM
- Fee structure
-
Percentage of AUM
As of October 2026.