Kevin Okimoto has been Founder (07/2010) & Trustee (04/2011) of Trellis Wealth Advisors since July 2010, is a control person of the firm and directly owns between 25% and 50% of it. Kevin Okimoto holds a BS in Commerce from Santa Clara University.
Trellis Wealth Advisors, LLC is a San Luis Obispo, CA firm with $480M under management, 128 clients and 4 advisers in one office, as of its March 2026 filing.
Kevin Okimoto is Founder of Trellis Wealth Advisors. As a founding partner, Okimoto shares equal responsibility for every aspect of running the business, working with clients, and managing portfolios. Before founding the firm, he was a Founding Partner, Head of Investment Management Group, and Chief Operating Officer of Sterling Stamos Capital Management, LP, and earlier a financial professional at Robertson Stephens, an investment bank.
- Trellis Wealth Advisors, LLCCurrent– present · 15 yearsSan Luis Obispo, CA · Adviser representative · Firm CRD 154861
Investment adviser representative registrations
Kevin Okimoto is registered as an investment adviser representative in California, since October 2010.
- CaliforniaSince 28 October 2010
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 26 October 2010 |
| Series 7 | General Securities Representative Examination | 8 April 2002 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Full name
- Kevin Jun Okimoto
- CRD
- 4395833
- Firm
- Trellis Wealth Advisors · CRD 154861
- Role
- Founder (07/2010) & Trustee (04/2011)
- Office
- 1135 SANTA ROSA STREET, SUITE 310, San Luis Obispo, CA 93401
- Registration
- Investment adviser registration
- In the industry since
- October 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- trelliswealth.com
Where does Kevin Okimoto work?
Kevin Okimoto has been Founder (07/2010) & Trustee (04/2011) of Trellis Wealth Advisors, LLC since July 2010, and is a control person of the firm.
Is Kevin Okimoto a financial advisor?
Yes. Kevin Okimoto has a current investment-adviser registration in California, through Trellis Wealth Advisors since October 2010.
How many years of experience does Kevin Okimoto have?
Kevin Okimoto has 15 years in the financial industry, since October 2010, across 1 adviser firm.
What exams has Kevin Okimoto passed?
Kevin Okimoto has passed 2 licensing exams: the Series 7 and Series 65. The earliest, the Series 7, was passed in April 2002.
Where is Kevin Okimoto based?
Kevin Okimoto’s registered office is in San Luis Obispo, CA.
Is Kevin Okimoto registered with FINRA?
No. Kevin Okimoto has no current broker registration.
How can I verify Kevin Okimoto’s record?
Search CRD 4395833 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kevin Okimoto’s full registration record.