Kelly
Sweet
Trellis Advisors, LLC
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About this Advisor
Kelly Sweet is a certified financial planner operating in Seattle, Washington with a total of 6 years of relevant experience. Sweet is an advisor for Trellis Advisors, LLC. Throughout their career, Sweet has worked at Laird Norton Wealth Management, None and Trellis Advisors, LLC. Sweet has a Series 65 license, which qualifies them as an investment advisor representative, and can work in Washington. Trellis Advisors, LLC is a registered investment business that has its headquarters in Ellensburg, WA. It has a total of 15 advisors. It handles $430 million in assets under management among its 1,292 client accounts, placing it among the larger investment advisory firms in the country by assets under management. The firm serves one charities and foundations. Of its 1,292 accounts, 50% belong to high-net-worth investors who have more than $1 million in investable assets. The company performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fees are based on the type of financial services provided. Fees charged by Trellis Advisors, LLC most likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Trellis Advisors, LLC Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$429,678,907
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
15
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
1,292
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$332,569
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Kelly Sweet Work History
Kelly has been registered as a financial advisor for 6 years.*
Trellis Advisors, LLC
None
Laird Norton Wealth Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kelly Sweet to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Trellis Advisors, LLC
Ellensburg, WA
Ellensburg, WA
Ellensburg, WA
Seattle, WA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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