TRELLIS WEALTH ADVISORS, LLC of SAN LUIS OBISPO, CA is an SEC-registered investment adviser (CRD 154861). Regulatory assets under management: $479.8M.
Compensation: % of AUM.
Clients served: High net worth, Pensions.
| 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 | — |