San Luis Wealth Advisors
San Luis Wealth Advisors (CRD# 309506) is a financial advisory firm headquartered in San Luis Obispo, CA. They manage $97,201,536 in 641 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management97MILLION
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Total Number of Accounts641ACCOUNTS
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Average Account Value$151,640
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
AZ, CA, NM, TX
Joel Askew (CRD# 6342307) is an Investment Advisor Representative working at San Luis Wealth Advisors in San Luis Obispo, CA and has over 9 years of experience in the finance industry.
Rasheem Banks (CRD# 6095912) is an Investment Advisor Representative working at San Luis Wealth Advisors in San Luis Obispo, CA and has over 11 years of experience in the finance industry.
Bradley Goodwin (CRD# 2543519) is an Investment Advisor Representative working at San Luis Wealth Advisors in San Luis Obispo, CA and has over 29 years of experience in the finance industry.
Luke Kittinger (CRD# 6166253) is an Investment Advisor Representative working at San Luis Wealth Advisors in San Luis Obispo, CA and has over 10 years of experience in the finance industry.
Gavin Benbrook (CRD# 7497476) is an Investment Advisor Representative working at San Luis Wealth Advisors in San Luis Obispo, CA and has over 2 years of experience in the finance industry.