Krist Zipfel is a control person of Trellis Wealth Advisors and directly owns under 5% of it.
Trellis Wealth Advisors is an investment adviser based in San Luis Obispo, CA, registered with the SEC since 2014. It provides investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $480 million, as filed on 13 March 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 3239418
- Firm
- Trellis Wealth Advisors · CRD 154861
- Role
- Chief Compliance Officer
- In role since
- August 2023 · 3 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- San Luis Obispo, CA
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Krist Zipfel work?
Krist Zipfel has been Chief Compliance Officer of Trellis Wealth Advisors, LLC since August 2023, and is a control person of the firm.
How can I verify Krist Zipfel’s record?
Krist Zipfel’s role is listed on Trellis Wealth Advisors, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 154861.