TRELLISENT INVESTMENTS

TRELLISENT INVESTMENTS of SAN ANTONIO, TX is an SEC-registered investment adviser (CRD 151473). Regulatory assets under management: $16.3M.

Registration

• CRD: 151473
• Type: Registered investment adviser
• Location: 227 NORTH LOOP 1604 E, SAN ANTONIO, TX, 78232
• Phone: 210-957-1235
• Latest filing: 2026-02-26
• Regulatory AUM: $16.3M
• Discretionary AUM: $16.3M
• Clients: 1
• Accounts: 41

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 151473 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search