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SAN LUIS WEALTH ADVISORS
Legal name: SLWA, LLC
CRD 309506File 801-119019
APPROVED
Retail clients
Filing as of Mar 13, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$760.0M
Above cohort median (national)
Discretionary AUM
$760.0M
Clients
463
1,287 accounts
Employees
6
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jul 13, 2020
- Principal office
- 735 TANK FARM ROAD, SUITE 264, SAN LUIS OBISPO, CA, 93401
- Phone
- 805-810-0002
- Website
- https://www.sanluis.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $760.0M
- Discretionary AUM
- $760.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,287
- Non-discretionary accounts
- 0
- Total accounts
- 1,287
- AUM per client
- $1.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 175 | $163.1M |
| Charitable organizations | Fewer than 5 | $54K |
| High net worth individuals | 42 | $502.1M |
| Pension and profit sharing plans | 63 | $26.6M |
| Individuals (other than high net worth individuals) | 181 | $68.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Custody | Yes | No | |
| Apr 1, 2026 | Clients | 448 | 463 | increased by15 |
| Apr 1, 2026 | AUM | $705,518,005 | $760,027,436 | increased by$54,509,431 |
| Apr 1, 2026 | Accounts | 1,364 | 1,287 | decreased by77 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 6 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 208 | 448 | increased by240 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $395,257,212 | $705,518,005 | increased by$310,260,793 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 522 | 1,364 | increased by842 |
| Apr 1, 2022 | Employees | 3 | 4 | increased by1 |
| Apr 1, 2022 | Clients | 160 | 208 | increased by48 |
| Apr 1, 2022 | AUM | $288,673,603 | $395,257,212 | increased by$106,583,609 |
| Apr 1, 2022 | Accounts | 437 | 522 | increased by85 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SAN LUIS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SAN LUIS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.