Aquila Wealth Advisors

Aquila Wealth Advisors (CRD# 290083) is a financial advisory firm headquartered in San Luis Obispo, CA. They manage $12,180,979 in 127 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
3940 Broad St., #7439, San Luis Obispo, CA 93401
https://twitter.com/eric__maldonado
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    127
    ACCOUNTS
  • Average Account Value
    $95,913
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, LA, TX

Financial Advisors at Aquila Wealth Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Eric Maldonado, financial advisor San Luis Obispo CA
Eric M. Maldonado
CRD#: 5908854
San Luis Obispo, CA

Eric Maldonado (CRD# 5908854) is an Investment Advisor Representative working at Aquila Wealth Advisors in San Luis Obispo, CA and has over 12 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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