TRELLIS WEALTH ADVISORS, LLC

Overview

Trellis Wealth Advisors, LLC is an SEC-registered independent advisory firm that manages portfolios for individuals and families and provides pension consulting for small businesses. The firm charges a percentage-of-AUM fee and implements client programs primarily through public funds and exchange-traded products rather than concentrated individual-stock portfolios. Advisory activity on the ADV lists portfolio management for individuals/small businesses and pension consulting services, and the firm’s reported asset allocation shows a clear tilt toward mutual funds and ETFs—especially broad public funds and multi‑market equity ETFs. Trellis’s 13F disclosures confirm that its public equity exposure is overwhelmingly ETF-based, with a notable holding in Dimensional World Ex Us Core Equity 2 Etf, indicating material emphasis on international equity exposure via pooled vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices