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SAN LUIS WEALTH ADVISORS
SLWA, LLC
CRD 309506 · SEC 801-119019
735 TANK FARM ROAD, SUITE 264, SAN LUIS OBISPO, CA, 93401, United States
Phone
805-810-0002
Fax
805-810-0006
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$760.0M
Discretionary AUM
$760.0M
Team
6 total employees; 4 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)FINANCIAL CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 181 | $68.2M |
| High net worth individuals | 42 | $502.1M |
| Pension/profit sharing plans | 63 | $26.6M |
| Charitable organizations | 2 | $54K |
| Corporations/business entities | 175 | $163.1M |
States served
AZ, CA, CO, MA, NM, OR, TX
All web addresses on file
Official SEC filing: View on IAPD