Trellis Wealth Advisors LLC

Trellis Wealth Advisors LLC is a California Limited Liability Company with 4 employees, all of whom are in advisory roles. While the number of clients served is unknown, the firm's SEC status is listed as Approved, with a registration date of July 21, 2014.

• CARRIE LYNNE MILLER

  MEMBER owns more than 10% but less than 25%

• DAVID SCOTT WHITCHER

  MEMBER & FOUNDER / CHIEF COMPLIANCE OFFICER owns more than 25% but less than 50%

• KEVIN JUN OKIMOTO

  FOUNDER (07/2010) & TRUSTEE (04/2011) owns more than 25% but less than 50%

• MARK GORDON THOMPSON

  MEMBER & FOUNDER owns more than 25% but less than 50%

• OKIMOTO FAMILY TRUST DTD 4/6/2011

  MEMBER owns more than 25% but less than 50%

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