# Trellis Wealth Advisors

Trellis Wealth Advisors is a Bank / Wealth / Trust based in San Luis Obispo, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** San Luis Obispo, United States
- **Region:** North America
- **Address:** San Luis Obispo, CA, United States
- **Founded:** 2014
- **Assets under management:** Undisclosed
- **Website:** www.trelliswealth.com

## Regulatory record

- **CRD number:** 154861
- **SEC file number:** 801-80089
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-13T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/154861

## About

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.

## Sectors

- Real Estate
- Private Credit
- Energy Transition & Renewables

## 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.

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- [Treiberg Wealth Management](https://altss.com/profile/treiberg-wealth-management)
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Last updated: 2026-06-03T20:00:00.000Z

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