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TRELLIS WEALTH ADVISORS, LLC
1135 Santa Rosa Street
Suite 310
San Luis Obispo, California 93401
Tel: 805-548-8920
About TRELLIS WEALTH ADVISORS, LLC
TRELLIS WEALTH ADVISORS, LLC, formally registered with the SEC as TRELLIS WEALTH ADVISORS, LLC. The firm was established in 07/21/2014. They have over 1 offices throughout the country.
TRELLIS WEALTH ADVISORS, LLC is a San Luis Obispo, California based Financial Planning firm with nearly $346,609,568 assets under management, offering retirement planning & investment advisory services to 518 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 154861 |
| SEC# | 801-80089 |
| Assets Managed by Firm | $346,609,568 |
| No. of Clients | 518 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 518 | $346,609,568 |
| Individuals (other than high net worth individuals) | 31 | $11,892,062 |
| High net worth individuals | 99 | $333,355,223 |
| Pension and profit sharing plans | Fewer than 5 clients | $1,362,283 |
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