Trellis Wealth Advisors, LLC

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Client assets under management

$477,842,361

Clients

128

82% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$3,733,143

About

Trellis Wealth Advisors provides investment advisory services primarily to individuals and families and also serves trusts, endowments, foundations and employer‑sponsored retirement plans. The firm offers ongoing portfolio management, retirement‑plan consulting, and the ability to place portions of client assets with third‑party managers for specialized needs.

Trellis emphasizes long‑term strategic asset allocation and a passive, buy‑and‑hold implementation using broad‑based, low‑cost mutual funds and ETFs, with portfolios customized to each client’s objectives and constraints. The firm generally manages accounts on a discretionary basis and performs regular monitoring, rebalancing and client reporting.

Compared with many peers that serve a broad retail base, Trellis seeks to work with larger portfolios (it generally targets multi‑million dollar portfolios) and maintains a relatively small client roster relative to its assets, indicating a focus on higher‑net‑worth households and more individualized portfolio oversight. The firm also deploys third‑party managers in specific circumstances—such as concentrated employer stock, low cost‑basis positions, or tax‑sensitive mandates—and its senior team includes professionals with institutional custody and private‑bank backgrounds.

Client services

Portfolio management Pension consulting

Expertise

Wealth management

Fee options

Percentage

0.50% annually (0.125% per quarter)

Other

Account minimum: $5 million (target minimum, but may be waived at discretion)

Main office location

Trellis Wealth Advisors, LLC

1135 Santa Rosa Street, Suite 310

San Luis Obispo CA 93401, United States

Number of offices

Most active in

California · Colorado · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 805-548-8920

Advisors at this firm

Kevin O

Series 65

San Luis Obispo, CA

Trellis Wealth Advisors, LLC

Kevin Okimoto is a financial advisor at Trellis Wealth Advisors, LLC in San Luis Obispo, CA, holding a Series 65 designation with 15 years of industry experience. He has been with Trellis Wealth Advisors since 2010. Trellis Wealth Advisors provides investment advisory services primarily to individuals and families, focusing on long-term strategic asset allocation through diversified, low-cost mutual funds and ETFs. The firm typically manages discretionary portfolios and offers retirement-plan advice and fiduciary services, with a four-member investment committee and routine use of third-party managers for specialized client needs.

Wealth management

David W

Series 66

San Luis Obispo, CA

Trellis Wealth Advisors, LLC

David Whitcher is a financial advisor at Trellis Wealth Advisors, LLC in San Luis Obispo, CA, holding a Series 66 designation with 23 years of industry experience. He has been with Trellis Wealth Advisors since 2010. Trellis Wealth Advisors provides investment advisory services primarily to individuals and families, focusing on long-term strategic asset allocation through diversified, low-cost mutual funds and ETFs. The firm serves clients with managed-account portfolios typically around $5 million and offers customized portfolio management with discretionary oversight.

Wealth management

Mark T

Series 63, Series 65, Series 66

San Luis Obispo, CA

Trellis Wealth Advisors, LLC

Mark Thompson is a financial advisor with Trellis Wealth Advisors, LLC in San Luis Obispo, CA, holding Series 63, 65, and 66 licenses and bringing 18 years of industry experience. He has been with Trellis Wealth Advisors since 2010. Trellis Wealth Advisors provides investment advisory services primarily to individuals and families, focusing on long-term strategic asset allocation using diversified, low-cost mutual funds and ETFs. The firm typically manages portfolios on a discretionary basis and offers retirement-plan advice and plan-level fiduciary services.

Wealth management

Carrie M

Series 63, Series 65

San Luis Obispo, CA

Trellis Wealth Advisors, LLC

Carrie Miller is a financial advisor at Trellis Wealth Advisors, LLC in San Luis Obispo, CA, with 11 years of industry experience. She holds Series 63 and Series 65 designations and has been with Trellis Wealth Advisors since 2014. Trellis Wealth Advisors provides investment advisory services primarily to individuals and families, focusing on long-term strategic asset allocation through diversified, low-cost mutual funds and ETFs. The firm serves clients with managed-account portfolios typically around $5 million and offers retirement-plan advice and fiduciary services.

Wealth management

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