# San Luis Wealth Advisors

> San Luis Wealth Advisors is an SEC-registered investment advisory firm in San Luis Obispo, CA, registered since 2020, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 13, 2026.

- CRD: 309506
- Filed as: SAN LUIS WEALTH ADVISORS
- Legal name: Slwa, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Luis Obispo, CA
- Filing period: October 2026
- Form ADV filing dated: March 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/309506
- AdvisorCensus page: https://advisorcensus.com/firm/san-luis-wealth-advisors-san-luis-obispo-ca-309506

## Quick answers

**How is San Luis Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), San Luis Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does San Luis Wealth Advisors charge?**
Its Form ADV Part 2A brochure dated March 13, 2026 states: Asset-based fee: 0.75% to 1.25% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

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

**Is San Luis Wealth Advisors registered with the SEC or a state?**
San Luis Wealth Advisors is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 309506.

**How much does San Luis Wealth Advisors manage?**
San Luis Wealth Advisors reports $760,027,436 in regulatory assets under management in its Form ADV filing dated March 13, 2026 (100% discretionary).

**How have San Luis Wealth Advisors' assets and staff changed since 2021?**
In the Form ADV data for San Luis Wealth Advisors: Regulatory assets under management: $288,673,603 in the October 2021 data and $760,027,436 in the October 2026 data, up 163%. Total employees: 3 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does San Luis Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (181); corporations or other businesses not listed above (175); pension and profit sharing plans (but not the plan participants or government pension plans) (63).

**Which custodians does San Luis Wealth Advisors use?**
San Luis Wealth Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does San Luis 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 SEC record: https://adviserinfo.sec.gov/firm/summary/309506

**Does San Luis Wealth Advisors state an account minimum?**
Its Form ADV Part 2A brochure dated March 13, 2026 says: "SLWA does not impose a stated minimum fee or minimum portfolio value for starting or maintaining an investment advisory relationship."

**What changed in San Luis Wealth Advisors' recent Form ADV filings?**
In the April 2026 filing data: No longer lists an office in Bakersfield, CA. Registered or notice-filed in CO, MA.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 13, 2026)

- Asset-based fee: 0.75% to 1.25% a year (a range, as the brochure states it)

> SLWA asset management fees generally range from 0.75% to 1.25% per annum of the net market value of a client’s account managed by SLWA.

- Account minimum: None

> SLWA does not impose a stated minimum fee or minimum portfolio value for starting or maintaining an investment advisory relationship.

- Minimum annual fee: None

> SLWA does not impose a stated minimum fee or minimum portfolio value for starting or maintaining an investment advisory relationship.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $760,027,436
- Discretionary: $760,027,436
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 181 | $68,176,337 |
| High net worth individuals | 42 | $502,064,601 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 63 | $26,616,117 |
| Charitable organizations | 2 | $54,159 |
| Corporations or other businesses not listed above | 175 | $163,116,222 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2020 (6 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, MA, NM, OR, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [sanluis.com](https://sanluis.com)
- [sanluiswealth.com](https://sanluiswealth.com)
- Instagram @sanluiswealthadvisors
- LinkedIn @slwallc
- X @slwallc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $288,673,603 | 3 | March 12, 2021 |
| October 2022 | $395,257,212 | 4 | May 25, 2022 |
| October 2023 | $495,028,123 | 7 | September 28, 2023 |
| October 2024 | $561,081,229 | 7 | April 23, 2024 |
| October 2025 | $705,518,005 | 6 | March 28, 2025 |
| October 2026 | $760,027,436 | 6 | March 13, 2026 |

Regulatory assets under management: $288,673,603 in the October 2021 data and $760,027,436 in the October 2026 data, up 163%.
Total employees: 3 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- No longer lists an office in Bakersfield, CA.
- Registered or notice-filed in CO, MA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. San Luis Wealth Advisors (CRD 309506): Form ADV filing data as of October 2026.