San Luis Wealth Advisors

RIASEC Registered

Total AUM

$760M

Discretionary

$760M

100% of AUM

Avg account

$591K

Accounts

1,287

Employees

Advisory reps

Firm details

Headquarters: San Luis Obispo, California
CRD number: 309506
Registered since: July 13, 2020
Website: www.sanluis.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI66.06%
Corporations / Businesses21.46%
Individuals8.97%
Pension & Profit Sharing Plans3.5%
Charitable Organizations0.01%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

SAN Luis Wealth Advisors is an independent registered investment adviser organized as an LLC. The firm is SEC-registered (registration effective 2020) and is owned by an individual practitioner. Its client base mixes high-net-worth individuals and families with some institutional relationships. Core advisory services are financial planning and portfolio management for individuals and small businesses, and the firm also operates as an insurance broker. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options. SAN Luis is not positioned as a capital allocator, does not emphasize ESG investing, and does not present itself as a multi-state or pension consultant adviser.