SLWA, LLC
Legal name: SAN LUIS WEALTH ADVISORS
CRD #309506 SEC #801-119019 SAN LUIS OBISPO, CA 805-810-0002
SEC Registered
Total AUM
$705.5M
Discretionary
$705.5M
Employees
6
Clients
101
Accounts
1,364
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $705.5M | $705.5M | $0 | 6 | 0 |
| Apr 2024 | $561.1M | $561.1M | $0 | 7 | 0 |
| Mar 2024 | $97.2M | $97.2M | $0 | 7 | 0 |
| Oct 2023 | $495M | $495M | $0 | 7 | 0 |
| Sep 2023 | $495M | $495M | $0 | 7 | 0 |
| Mar 2023 | $495M | $495M | $0 | 7 | 0 |
| May 2022 | $395.3M | $395.3M | $0 | 4 | 5 |
| Mar 2022 | $395.3M | $395.3M | $0 | 4 | 5 |
| Mar 2021 | $288.7M | $288.7M | $0 | 3 | 0 |
| Dec 2020 | $240M | $240M | $0 | 2 | 0 |
| Nov 2020 | $240M | $240M | $0 | 2 | 0 |
| Jul 2020 | $0 | $0 | $0 | 2 | 0 |
| Jul 2020 | $0 | $0 | $0 | 2 | 0 |
| Jun 2020 | $0 | $0 | $0 | 2 | 0 |
| Jun 2020 | $0 | $0 | $0 | 2 | 0 |
| Jun 2020 | $0 | $0 | $0 | 2 | 0 |
| Jun 2020 | $0 | $0 | $0 | 2 | 0 |
DateMar 2025
Total AUM$705.5M
Discretionary$705.5M
Non-Disc.$0
Employees6
Clients0
DateApr 2024
Total AUM$561.1M
Discretionary$561.1M
Non-Disc.$0
Employees7
Clients0
DateMar 2024
Total AUM$97.2M
Discretionary$97.2M
Non-Disc.$0
Employees7
Clients0
DateOct 2023
Total AUM$495M
Discretionary$495M
Non-Disc.$0
Employees7
Clients0
DateSep 2023
Total AUM$495M
Discretionary$495M
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$495M
Discretionary$495M
Non-Disc.$0
Employees7
Clients0
DateMay 2022
Total AUM$395.3M
Discretionary$395.3M
Non-Disc.$0
Employees4
Clients5
DateMar 2022
Total AUM$395.3M
Discretionary$395.3M
Non-Disc.$0
Employees4
Clients5
DateMar 2021
Total AUM$288.7M
Discretionary$288.7M
Non-Disc.$0
Employees3
Clients0
DateDec 2020
Total AUM$240M
Discretionary$240M
Non-Disc.$0
Employees2
Clients0
DateNov 2020
Total AUM$240M
Discretionary$240M
Non-Disc.$0
Employees2
Clients0
DateJul 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJul 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0