TRELLIS WEALTH ADVISORS, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $479.8M |
| Discretionary | $474.9M99% of AUM |
| Non-Discretionary | $4.9M |
| Client Accounts | 494 |
| Avg Account Size | $971K |
| Employees | 4 |
| Peak AUM | $479.8MMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $480M | +24.5% | +16.0% | +11.0% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $479.8M |
| Discretionary | $474.9M |
| Employees | 4 |
| Client Accounts | 494 |
Contact & Location
Address
1135 SANTA ROSA STREET
SAN LUIS OBISPO CA 93401
Phone
805-548-8920
Filing History
20 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Individuals)Adviser Selection
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$475M
99.0% of AUM
Non-Discretionary
$5M
1.0% of AUM
Disc. mix ▲ 0.1pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Structure
No related registrations reported