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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GOODWIN, BRADLEY, JUDSON | I | MANAGING MEMBER | E | Control |
| GOODWIN, BRADLEY, JUDSON | I | MANAGING MEMBER | E | Control |
| GOODWIN, BRADLEY, JUDSON | I | MANAGING MEMBER | E | Control |
| GOODWIN, BRADLEY, JUDSON | I | MANAGING MEMBER | E | Control |
| GOODWIN, BRADLEY, JUDSON | I | MANAGING MEMBER | E | Control |
| GOODWIN, BRADLEY, JUDSON | I | MANAGING MEMBER | E | Control |
| GOODWIN, BRADLEY, JUDSON | I | MANAGING MEMBER | E | Control |
| KITTINGER, LUKE, DAVID | I | CHIEF COMPLIANCE OFFICER | E | Control |
| KITTINGER, LUKE, DAVID | I | CHIEF COMPLIANCE OFFICER | E | Control |
| KITTINGER, LUKE, DAVID | I | CHIEF COMPLIANCE OFFICER | E | Control |
| KITTINGER, LUKE, DAVID | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| KITTINGER, LUKE, DAVID | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| KITTINGER, LUKE, DAVID | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| GOODWIN, BRADLEY, JUDSON | I | MANAGING MEMBER | D | Control |
| GOODWIN, BRADLEY, JUDSON | I | MANAGING MEMBER | D | Control |
| GOODWIN, BRADLEY, JUDSON | I | MANAGING MEMBER | D | Control |
| GOODWIN, BRADLEY, JUDSON | I | MANAGING MEMBER | D | Control |
| KITTINGER, LUKE, DAVID | I | CHIEF COMPLIANCE OFFICER | D | Control |
| KITTINGER, LUKE, DAVID | I | CHIEF COMPLIANCE OFFICER | D | Control |
| KITTINGER, LUKE, DAVID | I | CHIEF COMPLIANCE OFFICER | D | Control |
| KITTINGER, LUKE, DAVID | I | CHIEF COMPLIANCE OFFICER | D | Control |
| KITTINGER, LUKE, DAVID | I | CHIEF COMPLIANCE OFFICER | C | Control |
| KITTINGER, LUKE, DAVID | I | CHIEF COMPLIANCE OFFICER | C | Control |
| KITTINGER, LUKE, DAVID | I | CHIEF COMPLIANCE OFFICER | C | Control |
| KITTINGER, LUKE, DAVID | I | CHIEF COMPLIANCE OFFICER | C | Control |
| KITTINGER, LUKE, DAVID | I | CHIEF COMPLIANCE OFFICER | C | Control |
| KITTINGER, LUKE, DAVID | I | CHIEF COMPLIANCE OFFICER | C | Control |
| KITTINGER, LUKE, DAVID | I | CHIEF COMPLIANCE OFFICER | C | Control |
| GOODWIN, BRADLEY, JUDSON | I | MANAGING MEMBER | B | Control |
| GOODWIN, BRADLEY, JUDSON | I | MANAGING MEMBER | B | Control |
| GOODWIN, BRADLEY, JUDSON | I | MANAGING MEMBER | B | Control |
| GOODWIN, BRADLEY, JUDSON | I | FOUNDING PARTNER | B | Control |
| GOODWIN, BRADLEY, JUDSON | I | FOUNDING PARTNER | B | Control |
| GOODWIN, BRADLEY, JUDSON | I | FOUNDING PARTNER | B | Control |
Registrations
Federal
IA
Mar 28, 2025 REGISTERED
Notice Filings (6)
AZ CA MI NM OR TX
Address
735 TANK FARM ROADSUITE 264
SAN LUIS OBISPO, CA 93401
United States
Phone: 805-810-0002