This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$480MItem 5.F on the latest filing (2026-03-13); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$475M

Private client RAUM

$478MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

4

RAUM per advisor

$120Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

4

Advisory employees

4

Offices

0Schedule D 1.F, beyond the principal office

Accounts

494

Individual clients

23

High net worth clients

105

Custody, client assets

$158M

SEC number

801-80089

CRD

154861

Filings on the tape

20

First filed

Jul 9, 2014

Latest filed

Mar 13, 2026

Organised

Limited Liability Company, CA

Website

trelliswealth.com

• Occurred

  Aug 1, 2023
  Control person joined

  Sue Krist Zipfel (Chief Compliance Officer) appeared on Schedule A of Trellis Wealth Advisors, Llc

  Form ADVobserved 6 days ago
• Occurred

  Jul 9, 2014
  First Form ADV filing

  Trellis Wealth Advisors, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:70990d14-f00b-e859-d023-d06cdc7993ae

First observed

Jul 9, 2014

Last observed

Mar 13, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.