AQUILA WEALTH ADVISORS
Firm details
- Headquarters
- SAN LUIS OBISPO, California
- CRD number
- 290083
- Website
- www.aquilawealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals59.17%
- HNWI40.83%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Aquila Wealth Advisors operates as an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individuals and families, offering financial planning, portfolio management for individuals and small businesses, manager selection, and educational workshops. Its fee arrangements include both AUM-based fees and fixed fees. Aquila does not position itself as an ESG investor and is not structured as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds93%
- Cash & Cash Equivalents5%
- Exchange Traded Equities1%
- US Government Bonds1%
Contacts
1 of 1ERIC MALDONADO
OwnerCRD 5908854
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN LUIS OBISPO, CA
SAN LUIS OBISPO
Location
SAN LUIS OBISPO, CA
Headquartered in SAN LUIS OBISPO, CA, in the West of the United States.
- Region
- West
- County
- SAN LUIS OBISPO
- Address
- 1134 Chorro St
- Time zone
- PT (UTC-8)
- Office locations
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