Data / Investment advisers / California / San Luis Wealth Advisors
San Luis Wealth Advisors, San Luis Obispo, CA: $760 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
San Luis Wealth Advisors is an SEC registered investment adviser with its main office in San Luis Obispo, California and reports $760 million in regulatory assets under management in its Form ADV filed March 13, 2026. Its clients include high net worth individuals, corporations and other businesses and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 309506
- SEC file number
- 801-119019
- SEC status
- Approved, effective July 13, 2020
- Legal name
- Slwa, LLC
- Main office
- 735 Tank Farm Road Suite 264, San Luis Obispo, CA 93401
- Phone
- (805) 810-0002
- Website
- sanluiswealth.com
- Regulatory AUM
- $760,027,436 in the Form ADV filed March 13, 2026
- Discretionary AUM
- $760,027,436
- Accounts
- 1,287
- Employees
- 6, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 13, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 42 | $502.1 million |
| Corporations or other businesses | 175 | $163.1 million |
| Individuals (other than high net worth individuals) | 181 | $68.2 million |
| Pension and profit sharing plans | 63 | $26.6 million |
| Charitable organizations | 2 | $54,159 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $760 million | March 13, 2026 |
| December 1, 2025 | $705.5 million | March 28, 2025 |
Other advisers in San Luis Obispo
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Cerro Pacific Wealth Advisors, LLC | San Luis Obispo | $531.6 million | Not listed | adviserinfo.sec.gov |
| Trellis Wealth Advisors, LLC | San Luis Obispo | $479.8 million | Not listed | adviserinfo.sec.gov |
| Blakeslee & Blakeslee Financial Advisers Inc. | San Luis Obispo | $423 million | Not listed | adviserinfo.sec.gov |
| NWM Advisors, LLC | San Luis Obispo | $329.1 million | Not listed | adviserinfo.sec.gov |
| Phillip B. White Co., Inc | San Luis Obispo | $318.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in San Luis Obispo, CA
- Investment advisers in California
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving corporations and other businesses
- San Luis Wealth Advisors on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.