TRELLIS ADVISORS, LLC

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Washington, United States

Employees

Total Number of Employees	15
Investment Advisory/Research	4
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	4
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	1,285	$427.6M
Non-Discretionary	7	$2.1M
Total	1,292	$429.7M

Clients

Type	Number	RAUM
Individuals	88	$28.6M
HNW Individuals	98	$389.9M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	1	$1.8M
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	8	$9.4M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	101-250

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)
Compensation	% of AUMFixed fees

Identifiers

SEC RIA File Number	801-69081
SEC ERA File Number	801-69081
SEC CIK Numbers	1722638
SEC CRD Numbers	134364
Legal Entity Identifier	None

Principal Office

301 W UMPTANUM RD
SUITE 5
ELLENSBURG
WA
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic