SAN LUIS WEALTH ADVISORS

Legal name: SLWA, LLC

CRD 309506File 801-119019

APPROVED

Retail clients

Filing as of Mar 13, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$760.0M

Above cohort median (national)

Discretionary AUM

$760.0M

Clients

463

1,287 accounts

Employees

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: http://www.sanluiswealth.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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.