Federal Data Hub › SEC Form ADV · JSON · SEC IAPD ↗

TRELLIS WEALTH ADVISORS, LLC

dba TRELLIS WEALTH ADVISORS, LLC · CRD 154861 · Registered Investment Adviser

TRELLIS WEALTH ADVISORS, LLC is a Registered Investment Adviser headquartered in SAN LUIS OBISPO, CA. The firm reports $479,836,174 in regulatory assets under management across 494 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$474,898,276
Non-discretionary$4,937,898
Total RAUM$479,836,174
Accounts494

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 154861. adviserinfo.sec.gov/firm/summary/154861.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

License: CC0 1.0 Universal. Corrections: corrections @ ai-analytics.org.