Trellis Wealth Advisors LLC

Entity
Company
Business address
1135 Santa Rosa Street, Suite 310, 93401 San Luis Obispo, CA
Phone
805-548-8920
State of incorporation
CA
Fiscal year end
December 31
13F signature
Carrie Miller - Partner
All SEC filings
View on sec.gov
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Trellis Wealth Advisors LLC has filed 14 SEC EDGAR filings since 8/10/2023

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing Oct 30, 2025 Sep 30, 2025 028-23337
N-PX Open Document Open Filing Jul 24, 2025 Jun 30, 2025 028-23337
13F-HR Open Document Open Filing Jul 21, 2025 Jun 30, 2025 028-23337
13F-HR Open Document Open Filing Apr 23, 2025 Mar 31, 2025 028-23337
13F-HR Open Document Open Filing Feb 3, 2025 Dec 31, 2024 028-23337
13F-HR Open Document Open Filing Oct 21, 2024 Sep 30, 2024 028-23337
N-PX Open Document Open Filing Aug 23, 2024 Jun 30, 2024 028-23337
13F-HR Open Document Open Filing Jul 30, 2024 Jun 30, 2024 028-23337
13F-HR Open Document Open Filing Apr 22, 2024 Mar 31, 2024 028-23337
13F-HR Open Document Open Filing Jan 19, 2024 Dec 31, 2023 028-23337
13F-HR Open Document Open Filing Oct 23, 2023 Sep 30, 2023 028-23337
13F-HR Open Document Open Filing Aug 10, 2023 Mar 31, 2023 028-23337
13F-HR Open Document Open Filing Aug 10, 2023 Dec 31, 2022 028-23337
13F-HR Open Document Open Filing Aug 10, 2023 Jun 30, 2023 028-23337