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Building 2TRELLIS WEALTH ADVISORS, LLC

Map pinSAN LUIS OBISPO, CA
Phone805-548-8920
NotebookSEC #801-80089
Total AUM
$479.8M
Employees
4
Clients
129

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1135 SANTA ROSA STREET
SUITE 310
SAN LUIS OBISPO
CA 93401
United States
Operating Hours
6 AM - 4 PM
Monday - Friday
Phone
805-548-8920

ReceiptFinancials

Total AUM
$479.8M
Accounts
494
Discretionary
$474.9M
Accounts
493
Non-Discretionary
$4.9M
Accounts
1

ContactClients

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Individual Clients
23
AUM
$9.8M
HNW Individual Clients
105
AUM
$468.1M
Pension/Profit Sharing Plan Clients
1
AUM
$2M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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