Trellis Wealth Advisors LLC

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CAFR Data
Trellis Wealth Advisors LLC
CRD #154861
SEC #801-80089
CIK #
AUM $207.9 MM (98% Disc, 100% US)
Employees4 (100% Investors, 0% Brokers)
Phone805-548-8920
Address1135 Santa Rosa Street
San Luis Obispo, CA 93401
Source [IAPD] [Website]
Total AUM ($MM)
210168126844202011201420172020
Comparable Firms State AUM ($BB)
Websterrogers Financial Advisors LLC
SC 0.2
Brooks Moore & Associates Inc
TN 0.2
Deyoe Wealth Management Inc
CA 0.2
Lexington/Bridgewater Wealth Management LLC
MA 0.2
Gray Capital Management LLC
MA 0.2
Evergreen Advisors LLC
TN 0.2
Hefty Wealth Partners Inc
IN 0.2
Hillcrest Wealth Advisors - NY LLC
NJ 0.2
Fiduciary Counsel Inc
NY 0.2
Alliance Wealth Management Group LLC
NJ 0.2
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