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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 26, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ZIPFEL, KRIST, SUE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ZIPFEL, KRIST, SUE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ZIPFEL, KRIST, SUE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ZIPFEL, KRIST, SUE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OKIMOTO FAMILY TRUST DTD 4/6/2011 | DE | MEMBER | C | Control |
| OKIMOTO FAMILY TRUST DTD 4/6/2011 | DE | MEMBER | C | Control |
| OKIMOTO FAMILY TRUST DTD 4/6/2011 | DE | MEMBER | C | Control |
| OKIMOTO FAMILY TRUST DTD 4/6/2011 | DE | MEMBER | C | Control |
| OKIMOTO FAMILY TRUST DTD 4/6/2011 | DE | MEMBER | C | Control |
| OKIMOTO FAMILY TRUST DTD 4/6/2011 | DE | MEMBER | C | Control |
| OKIMOTO FAMILY TRUST DTD 4/6/2011 | DE | MEMBER | C | Control |
| OKIMOTO FAMILY TRUST DTD 4/6/2011 | DE | MEMBER | C | Control |
| OKIMOTO FAMILY TRUST DTD 4/6/2011 | DE | MEMBER | C | Control |
| OKIMOTO FAMILY TRUST DTD 4/6/2011 | DE | MEMBER | C | Control |
| OKIMOTO FAMILY TRUST DTD 4/6/2011 | DE | MEMBER | C | Control |
| OKIMOTO FAMILY TRUST DTD 4/6/2011 | DE | MEMBER | C | Control |
| OKIMOTO FAMILY TRUST DTD 4/6/2011 | DE | MEMBER | C | Control |
| OKIMOTO FAMILY TRUST DTD 4/6/2011 | DE | MEMBER | C | Control |
| OKIMOTO FAMILY TRUST DTD 4/6/2011 | DE | MEMBER | C | Control |
| OKIMOTO, KEVIN, JUN | I | FOUNDER | C | Control |
| OKIMOTO, KEVIN, JUN | I | FOUNDER | C | Control |
| OKIMOTO, KEVIN, JUN | I | FOUNDER | C | Control |
| OKIMOTO, KEVIN, JUN | I | FOUNDER | C | Control |
| OKIMOTO, KEVIN, JUN | I | FOUNDER (07/2010) & TRUSTEE (04/2011) | C | Control |
| OKIMOTO, KEVIN, JUN | I | FOUNDER (07/2010) & TRUSTEE (04/2011) | C | Control |
| OKIMOTO, KEVIN, JUN | I | FOUNDER (07/2010) & TRUSTEE (04/2011) | C | Control |
| OKIMOTO, KEVIN, JUN | I | FOUNDER (07/2010) & TRUSTEE (04/2011) | C | Control |
| OKIMOTO, KEVIN, JUN | I | FOUNDER (07/2010) & TRUSTEE (04/2011) | C | Control |
| OKIMOTO, KEVIN, JUN | I | FOUNDER (07/2010) & TRUSTEE (04/2011) | C | Control |
| OKIMOTO, KEVIN, JUN | I | FOUNDER (07/2010) & TRUSTEE (04/2011) | C | Control |
| OKIMOTO, KEVIN, JUN | I | FOUNDER (07/2010) & TRUSTEE (04/2011) | C | Control |
| OKIMOTO, KEVIN, JUN | I | FOUNDER (07/2010) & TRUSTEE (04/2011) | C | Control |
| OKIMOTO, KEVIN, JUN | I | FOUNDER (07/2010) & TRUSTEE (04/2011) | C | Control |
| OKIMOTO, KEVIN, JUN | I | FOUNDER (07/2010) & TRUSTEE (04/2011) | C | Control |
| OKIMOTO, KEVIN, JUN | I | FOUNDER (07/2010) & TRUSTEE (04/2011) | C | Control |
| OKIMOTO, KEVIN, JUN | I | FOUNDER (07/2010) & TRUSTEE (04/2011) | C | Control |
| OKIMOTO, KEVIN, JUN | I | FOUNDER (07/2010) & TRUSTEE (04/2011) | C | Control |
| OKIMOTO, KEVIN, JUN | I | FOUNDER (07/2010) & TRUSTEE (04/2011) | C | Control |
| THOMPSON, MARK, GORDON | I | FOUNDER | C | Control |
| THOMPSON, MARK, GORDON | I | FOUNDER | C | Control |
| THOMPSON, MARK, GORDON | I | FOUNDER | C | Control |
| THOMPSON, MARK, GORDON | I | FOUNDER | C | Control |
| THOMPSON, MARK, GORDON | I | MEMBER & FOUNDER | C | Control |
| THOMPSON, MARK, GORDON | I | MEMBER & FOUNDER | C | Control |
| THOMPSON, MARK, GORDON | I | MEMBER & FOUNDER | C | Control |
| THOMPSON, MARK, GORDON | I | MEMBER & FOUNDER | C | Control |
| THOMPSON, MARK, GORDON | I | MEMBER & FOUNDER | C | Control |
| THOMPSON, MARK, GORDON | I | MEMBER & FOUNDER | C | Control |
| THOMPSON, MARK, GORDON | I | MEMBER & FOUNDER | C | Control |
| THOMPSON, MARK, GORDON | I | MEMBER & FOUNDER | C | Control |
| THOMPSON, MARK, GORDON | I | MEMBER & FOUNDER | C | Control |
| THOMPSON, MARK, GORDON | I | MEMBER & FOUNDER | C | Control |
| THOMPSON, MARK, GORDON | I | MEMBER & FOUNDER | C | Control |
| THOMPSON, MARK, GORDON | I | MEMBER & FOUNDER | C | Control |
| THOMPSON, MARK, GORDON | I | MEMBER & FOUNDER | C | Control |
| THOMPSON, MARK, GORDON | I | MEMBER & FOUNDER | C | Control |
| THOMPSON, MARK, GORDON | I | MEMBER & FOUNDER | C | Control |
| WHITCHER, DAVID, SCOTT | I | FOUNDER / CHIEF COMPLIANCE OFFICER | C | Control |
| WHITCHER, DAVID, SCOTT | I | FOUNDER / CHIEF COMPLIANCE OFFICER | C | Control |
| WHITCHER, DAVID, SCOTT | I | FOUNDER / CHIEF COMPLIANCE OFFICER | C | Control |
| WHITCHER, DAVID, SCOTT | I | FOUNDER / CHIEF COMPLIANCE OFFICER | C | Control |
| WHITCHER, DAVID, SCOTT | I | MEMBER & FOUNDER / CHIEF COMPLIANCE OFFICER | C | Control |
| WHITCHER, DAVID, SCOTT | I | MEMBER & FOUNDER / CHIEF COMPLIANCE OFFICER | C | Control |
| WHITCHER, DAVID, SCOTT | I | MEMBER & FOUNDER / CHIEF COMPLIANCE OFFICER | C | Control |
| WHITCHER, DAVID, SCOTT | I | MEMBER & FOUNDER / CHIEF COMPLIANCE OFFICER | C | Control |
| WHITCHER, DAVID, SCOTT | I | MEMBER & FOUNDER / CHIEF COMPLIANCE OFFICER | C | Control |
| WHITCHER, DAVID, SCOTT | I | MEMBER & FOUNDER / CHIEF COMPLIANCE OFFICER | C | Control |
| WHITCHER, DAVID, SCOTT | I | MEMBER & FOUNDER / CHIEF COMPLIANCE OFFICER | C | Control |
| WHITCHER, DAVID, SCOTT | I | MEMBER & FOUNDER / CHIEF COMPLIANCE OFFICER | C | Control |
| WHITCHER, DAVID, SCOTT | I | MEMBER & FOUNDER / CHIEF COMPLIANCE OFFICER | C | Control |
| WHITCHER, DAVID, SCOTT | I | MEMBER & FOUNDER / CHIEF COMPLIANCE OFFICER | C | Control |
| WHITCHER, DAVID, SCOTT | I | MEMBER & FOUNDER / CHIEF COMPLIANCE OFFICER | C | Control |
| WHITCHER, DAVID, SCOTT | I | MEMBER & FOUNDER | C | Control |
| WHITCHER, DAVID, SCOTT | I | MEMBER & FOUNDER | C | Control |
| WHITCHER, DAVID, SCOTT | I | MEMBER & FOUNDER | C | Control |
| WHITCHER, DAVID, SCOTT | I | MEMBER & FOUNDER | C | Control |
| MILLER, CARRIE, LYNNE | I | PARTNER | B | Control |
| MILLER, CARRIE, LYNNE | I | PARTNER | B | Control |
| MILLER, CARRIE, LYNNE | I | PARTNER | B | Control |
| MILLER, CARRIE, LYNNE | I | PARTNER | B | Control |
| MILLER, CARRIE, LYNNE | I | MEMBER | B | Control |
| MILLER, CARRIE, LYNNE | I | MEMBER | B | Control |
| MILLER, CARRIE, LYNNE | I | MEMBER | B | Control |
| MILLER, CARRIE, LYNNE | I | MEMBER | B | Control |
| MILLER, CARRIE, LYNNE | I | MEMBER | B | Control |
| MILLER, CARRIE, LYNNE | I | MEMBER | B | Control |
| MILLER, CARRIE, LYNNE | I | MEMBER | B | Control |
| MILLER, CARRIE, LYNNE | I | MEMBER | B | Control |
| MILLER, CARRIE, LYNNE | I | MEMBER | B | Control |
| MILLER, CARRIE, LYNNE | I | MEMBER | B | Control |
| MILLER, CARRIE, LYNNE | I | MEMBER | B | Control |
| MILLER, CARRIE, LYNNE | I | MEMBER | B | Control |
| MILLER, CARRIE, LYNNE | I | MEMBER | B | Control |
| MILLER, CARRIE, LYNNE | I | MEMBER | B | Control |
| MILLER, CARRIE, LYNNE | I | MEMBER | B | Control |
Registrations
Federal
IA
Mar 26, 2025 REGISTERED
Notice Filings (3)
CA CO TX
Address
1135 SANTA ROSA STREETSUITE 310
SAN LUIS OBISPO, CA 93401
United States
Phone: 805-548-8920