Trellis Wealth Advisors

Trellis tilts portfolios toward real estate and private credit, using direct property investments and structured lending vehicles rather than public-market proxies. The firm also evaluates renewable-energy placements where they meet client risk-return thresholds.

The firm participates in direct real estate and credit deals that can involve co-investment with other family offices or regional sponsors, though its small scale means most positions are fully controlled by the client rather than syndicated widely across third-party LPs.

Trellis structures client allocations with awareness of the illiquidity inherent in direct real estate and private credit. Portfolio construction balances hard-asset holdings with shorter-duration credit instruments to address near-term cash needs, adjusting for each family's liquidity schedule.

Trellis operates under the regulatory framework of a registered investment advisor, which governs fee structures, custody practices, and fiduciary obligations. The firm's San Luis Obispo base places it under California RIA oversight.

No public filings detail a succession plan. The firm's concentrated decision-making model suggests the investment committee remains the operational anchor, though the path from founder-led to multi-generational governance is not disclosed.

Most regional wealth managers build portfolios around cap-weighted ETF allocations and third-party mutual funds. Trellis instead places capital directly into real property and private credit instruments, acting more like a principal investor than a distribution platform for packaged products.