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TRELLIS WEALTH ADVISORS, LLC

Tel: 805-548-8920
1135 Santa Rosa Street
Suite 310
San Luis Obispo, California  93401

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TRELLIS WEALTH ADVISORS, LLC

TRELLIS WEALTH ADVISORS, LLC is a San Luis Obispo, California based financial advisory firm with nearly $346,609,568 in assets under management and provides investment advisory services for 518 clients. There are currently 4 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses , Pesnsion consulting services

Fee Structure:

A percentage of AUM

Firm CRD#:

154861

SEC#:

801-80089

No. of Clients:

518

Assets under Management

$346,609,568

No. of Advisors:

4

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