David Scott Whitcher
Investment adviser representative at Trellis Wealth Advisors, LLC
16 yearsExperience
1 stateRegistered in
$479.8MFirm assets
12 yearsFirm in business
Are you David Scott Whitcher? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Trellis Wealth Advisors, LLCJul 2010 to now
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 1 state (CA).
Trellis Wealth Advisors, LLC
$479.8MAssets managed
128Clients
4Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4151621
- Firm CRD
- 154861