# TRELLIS WEALTH ADVISORS, LLC

TRELLIS WEALTH ADVISORS, LLC of SAN LUIS OBISPO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 154861
- Type: SEC-registered investment adviser
- SEC file number: 801-80089
- Location: 1135 SANTA ROSA STREET, SUITE 310, SAN LUIS OBISPO, CA, 93401
- Phone: 805-548-8920
- Latest filing: 2026-03-13
- Regulatory AUM: $479.8M
- Discretionary AUM: $474.9M
- Non-discretionary AUM: $4.9M
- Clients: 4
- Accounts: 494

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pensions

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Carrie Lynne Miller | MEMBER | — |
| David Scott Whitcher | MEMBER & FOUNDER | — |
| Mark Gordon Thompson | MEMBER & FOUNDER | — |
| Kevin Jun Okimoto | FOUNDER (07/2010) & TRUSTEE (04/2011) | — |
| Krist Sue Zipfel | CHIEF COMPLIANCE OFFICER | — |
| OKIMOTO KEVIN JUN | FOUNDER; FOUNDER (07/2010) & TRUSTEE (04/2011) | — |
| THOMPSON NIMROD GORDON | FOUNDER; MEMBER & FOUNDER | — |
| WHITCHER DAVID SCOTT | FOUNDER / CHIEF COMPLIANCE OFFICER; MEMBER & FOUNDER; MEMBER & FOUNDER / CHIEF COMPLIANCE OFFICER | — |
| MILLER CARRIE LYNNE | MEMBER; PARTNER | — |
| ZIPFEL KRIST SUE | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/154861/brochure
- Similar advisers: https://search.stillhousedata.com/firm/154861/similar
- Related entities: https://search.stillhousedata.com/firm/154861/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/154861

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.