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Luke David Kittinger

SLWA, LLC·SAN LUIS OBISPO, California
Clean recordSLWA, LLC
735 TANK FARM ROAD, SAN LUIS OBISPO, CA 93401CRD# 6166253Firm CRD# 309506

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Luke David Kittinger · SAN LUIS OBISPO, CA
Registration
CRD #6166253 · SLWA, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Luke David Kittinger is a registered financial advisor based in SAN LUIS OBISPO, California, affiliated with SLWA, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
SLWA, LLC
SAN LUIS WEALTH ADVISORS
AUM
$561M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at SLWA, LLC →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6166253
Firm CRD# 309506
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Luke David Kittinger offer?
Luke David Kittinger specializes in Financial Planning, Investment Management. Contact their office in SAN LUIS OBISPO, California for a consultation.
What are Luke David Kittinger's credentials?
Luke David Kittinger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Luke David Kittinger located?
Luke David Kittinger is based in SAN LUIS OBISPO, California, working with SLWA, LLC. Their office serves clients in the SAN LUIS OBISPO metropolitan area and surrounding communities.
How does Luke David Kittinger charge for services?
Luke David Kittinger's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SLWA, LLC?
SLWA, LLC has approximately 7 employees and manages $561M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SLWA, LLC

Bradley Judson Goodwin
SAN LUIS OBISPO, CA

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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