CRD: 154861
Trellis Wealth Advisors, LLC
$479.8M Total AUM
$474.9M Disc. AUM
-- 3Y CAGR
4 Employees
128 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-28-2010
- Office Locations
- 1
Office Locations
1135 Santa Rosa Street Suite 310 SAN Luis Obispo CA
About Trellis Wealth Advisors, LLC
Trellis Wealth Advisors is a boutique, fee-only investment advisory firm serving individuals and families with custom portfolio construction, implementation, and ongoing monitoring of long-term investment plans. The team emphasizes fact-based, common-sense asset allocation and acts solely as a client advocate (no product sales or commissions). Custody is primarily at Charles Schwab.
Team overview
42 AVG AGE
$120.0M AVG AUM / ADVISOR
$3.7M AVG AUM / CLIENT
12.4 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
15yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
K
KEVIN JUN OKIMOTO
Wealth Advisor
- CRD
- #4395833
- Ownership
- 25% but less than 50%
Available
Available
Available
M
MARK GORDON THOMPSON
FOUNDER, Wealth Advisor
- CRD
- #4432497
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $474,898,276 | $963,283 |
| Non-Discretionary | $4,937,898 | $4,937,898 |
| Total | $479,836,174 | $971,328 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
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Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
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