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Trellis Wealth Advisors
Trellis Wealth Advisors is an SEC-registered investment adviser in San Luis Obispo, CA, registered since 2014. The firm manages $480 million in assets, $475...
Trellis Wealth Advisors
Trellis Wealth Advisors is an SEC-registered investment adviser in San Luis Obispo, CA, registered since 2014. The firm manages $480 million in assets, $475 million on a discretionary basis. It has 4 employees and 4 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2014
Location
Region
North America
Country
United States
City
San Luis Obispo
Corporate office
San Luis Obispo, CA, United States
Sector focus
Frequently asked questions
What asset classes does Trellis Wealth Advisors emphasize?
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.
Does Trellis Wealth Advisors co-invest alongside institutional partners?
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.
Is Trellis Wealth Advisors a registered investment advisor?
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.
What separates Trellis from a typical regional wealth manager?
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.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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