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Building 2SAN LUIS WEALTH ADVISORS

Map pinSAN LUIS OBISPO, CA
Phone805-810-0002
NotebookSEC #801-119019
Total AUM
$760M
Employees
6
Clients
463

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
735 TANK FARM ROAD
SUITE 264
SAN LUIS OBISPO
CA 93401
United States
Operating Hours
8:00AM - 4:00PM
Monday - Friday
Phone
805-810-0002

ReceiptFinancials

Total AUM
$760M
Accounts
1,287
Discretionary
$760M
Accounts
1,287
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
181
AUM
$68.2M
HNW Individual Clients
42
AUM
$502.1M
Pension/Profit Sharing Plan Clients
63
AUM
$26.6M
Charitable Organization Clients
2
AUM
$54.2K
Corporation or Business Clients
175
AUM
$163.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
FINANCIAL CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOMANMORTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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