Overview
Assets Under Management: $561 million
Headquarters: SAN LUIS OBISPO, CA
High-Net-Worth Clients: 141
Average Client Assets: $4 million
Frequently Asked Questions
SLWA, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #309506), SLWA, LLC is subject to fiduciary duty under federal law.
SLWA, LLC is headquartered in SAN LUIS OBISPO, CA.
SLWA, LLC serves 141 high-net-worth clients according to their SEC filing dated April 23, 2024. View client details ↓
According to their SEC Form ADV, SLWA, LLC offers financial planning and portfolio management for individuals. View all service details ↓
SLWA, LLC manages $561 million in client assets according to their SEC filing dated April 23, 2024.
According to their SEC Form ADV, SLWA, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 141
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.86
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 1,254
Discretionary Accounts: 1,254
Regulatory Filings
CRD Number: 309506
Last Filing Date: 2024-04-23 00:00:00
Website: https://sanluiswealth.com