SLWA, LLC
Doing business as SAN LUIS WEALTH ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$760,027,436
Discretionary
$760,027,436
Non-discretionary
$0
Firm details
- CRD number
- 309506
- SEC file number
- 801-119019
- Main office
- SAN LUIS OBISPO, CA, United States
- Employees
- 6
- SEC status
- Approved
- Website
- http://www.sanluiswealth.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.