TRELLIS WEALTH ADVISORS, LLC
CRD #154861 SEC #801-80089 SAN LUIS OBISPO, CA 805-548-8920
SEC Registered
Total AUM
$385.5M
Discretionary
$381.1M
Employees
4
Clients
--
Accounts
493
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $385.5M | $381.1M | $4.4M | 4 | 0 |
| Nov 2024 | $346.6M | $342.4M | $4.2M | 4 | 0 |
| Mar 2024 | $346.6M | $342.4M | $4.2M | 4 | 0 |
| Aug 2023 | $307.5M | $304M | $3.5M | 4 | 0 |
| Mar 2023 | $307.5M | $304M | $3.5M | 4 | 0 |
| Mar 2022 | $335.2M | $330.9M | $4.3M | 4 | 0 |
| Oct 2021 | $285.2M | $281.1M | $4.1M | 4 | 0 |
| Mar 2021 | $285.2M | $281.1M | $4.1M | 4 | 0 |
| Jun 2020 | $235.2M | $231.6M | $3.7M | 4 | 0 |
| Apr 2020 | $235.2M | $231.6M | $3.7M | 4 | 0 |
| Mar 2019 | $207.9M | $204.5M | $3.4M | 4 | 0 |
| Mar 2018 | $208.4M | $205.1M | $3.3M | 4 | 0 |
| Sep 2017 | $148M | $145.5M | $2.5M | 4 | 26 |
| Mar 2017 | $148M | $145.5M | $2.5M | 4 | 26 |
| Mar 2016 | $118.8M | $118.8M | $0 | 4 | 26 |
| Mar 2016 | $118.8M | $118.8M | $0 | 4 | 26 |
| Mar 2015 | $116.2M | $116.2M | $0 | 4 | 26 |
| Jul 2014 | $107.5M | $107.5M | $0 | 4 | 26 |
DateMar 2025
Total AUM$385.5M
Discretionary$381.1M
Non-Disc.$4.4M
Employees4
Clients0
DateNov 2024
Total AUM$346.6M
Discretionary$342.4M
Non-Disc.$4.2M
Employees4
Clients0
DateMar 2024
Total AUM$346.6M
Discretionary$342.4M
Non-Disc.$4.2M
Employees4
Clients0
DateAug 2023
Total AUM$307.5M
Discretionary$304M
Non-Disc.$3.5M
Employees4
Clients0
DateMar 2023
Total AUM$307.5M
Discretionary$304M
Non-Disc.$3.5M
Employees4
Clients0
DateMar 2022
Total AUM$335.2M
Discretionary$330.9M
Non-Disc.$4.3M
Employees4
Clients0
DateOct 2021
Total AUM$285.2M
Discretionary$281.1M
Non-Disc.$4.1M
Employees4
Clients0
DateMar 2021
Total AUM$285.2M
Discretionary$281.1M
Non-Disc.$4.1M
Employees4
Clients0
DateJun 2020
Total AUM$235.2M
Discretionary$231.6M
Non-Disc.$3.7M
Employees4
Clients0
DateApr 2020
Total AUM$235.2M
Discretionary$231.6M
Non-Disc.$3.7M
Employees4
Clients0
DateMar 2019
Total AUM$207.9M
Discretionary$204.5M
Non-Disc.$3.4M
Employees4
Clients0
DateMar 2018
Total AUM$208.4M
Discretionary$205.1M
Non-Disc.$3.3M
Employees4
Clients0
DateSep 2017
Total AUM$148M
Discretionary$145.5M
Non-Disc.$2.5M
Employees4
Clients26
DateMar 2017
Total AUM$148M
Discretionary$145.5M
Non-Disc.$2.5M
Employees4
Clients26
DateMar 2016
Total AUM$118.8M
Discretionary$118.8M
Non-Disc.$0
Employees4
Clients26
DateMar 2016
Total AUM$118.8M
Discretionary$118.8M
Non-Disc.$0
Employees4
Clients26
DateMar 2015
Total AUM$116.2M
Discretionary$116.2M
Non-Disc.$0
Employees4
Clients26
DateJul 2014
Total AUM$107.5M
Discretionary$107.5M
Non-Disc.$0
Employees4
Clients26