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SAN LUIS WEALTH ADVISORS
735 Tank Farm Road
Suite 264
San Luis Obispo, California 93401
Tel: 805-810-0002
About SAN LUIS WEALTH ADVISORS
SAN LUIS WEALTH ADVISORS, formally registered with the SEC as SAN LUIS WEALTH ADVISORS. The firm was established in 07/13/2020. They have over 2 offices throughout the country.
SAN LUIS WEALTH ADVISORS is a San Luis Obispo, California based Financial Planning firm with nearly $561,081,229 assets under management, offering retirement planning & investment advisory services to 1254 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 309506 |
| SEC# | 801-119019 |
| Assets Managed by Firm | $561,081,229 |
| No. of Clients | 1254 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (FINANCIAL CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1254 | $561,081,229 |
| Individuals (other than high net worth individuals) | 259 | $64,660,006 |
| High net worth individuals | 124 | $385,663,433 |
| Charitable organizations | Fewer than 5 clients | $50,146 |
| Corporations or other businesses | 27 | $110,707,644 |
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