# Aquila Wealth Advisors

> Aquila Wealth Advisors is a state-registered investment advisory firm in San Luis Obispo, CA, registered since 2017, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 19, 2026.

- CRD: 290083
- Filed as: AQUILA WEALTH ADVISORS
- Legal name: Aquila Wealth Advisors LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Luis Obispo, CA
- Filing period: October 2026
- Form ADV filing dated: May 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/290083
- AdvisorCensus page: https://advisorcensus.com/firm/aquila-wealth-advisors-san-luis-obispo-ca-290083

## Quick answers

**How is Aquila Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Aquila Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Aquila Wealth Advisors located?**
Aquila Wealth Advisors' principal office is in San Luis Obispo, CA, according to its Form ADV.

**Is Aquila Wealth Advisors registered with the SEC or a state?**
Aquila Wealth Advisors is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 290083.

**How much does Aquila Wealth Advisors manage?**
Aquila Wealth Advisors reports $20,654,569 in regulatory assets under management in its Form ADV filing dated May 19, 2026 (100% discretionary).

**What types of clients does Aquila Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (29); individuals (other than high net worth individuals) (7).

**Does Aquila Wealth Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/290083

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $20,654,569
- Discretionary: $20,654,569
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7 | $12,220,604 |
| High net worth individuals | 29 | $8,433,965 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2017 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, LA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- aquilawealth.com
- Facebook @aquilawealth
- LinkedIn @ERICMALDONADOFINANCE
- X @eric__maldonado
- YouTube @aquilawealth

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Aquila Wealth Advisors (CRD 290083): Form ADV filing data as of October 2026.