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TRELLIS WEALTH ADVISORS, LLC

SAN LUIS OBISPO, CA · CRD 154861 · IAPD ↗ · trelliswealth.com · 805-548-8920

$479.8MRegulatory AUM
4Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2025 — TRELLIS WEALTH ADVISORS, LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.