SLWA, LLC

SAN LUIS WEALTH ADVISORS
SAN LUIS OBISPO, California·2 registered advisors·CRD# 309506
SEC# 801-1190191805-810-0002
01

Firm Overview

AUM
$561M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SLWA, LLC

2 registered advisors
Bradley Judson Goodwin
SAN LUIS OBISPO, California
Luke David Kittinger
SAN LUIS OBISPO, California
05

Office Locations

SAN LUIS OBISPO, California
2 advisors

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Data sourced from SEC Form ADV filings. SLWA, LLC (CRD# 309506) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.