AQUILA WEALTH ADVISORS

RIASEC Registered
Total AUM
$20.7M
Discretionary
$20.7M
100% of AUM
Avg account
$165K
Accounts
125
Employees
1
Advisory reps
1

Firm details

Headquarters
SAN LUIS OBISPO, California
CRD number
290083
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 93%, Cash & Cash Equivalents 5%, Exchange Traded Equities 1%, US Government Bonds 1%93%
  • Public Funds/Mutual Funds93%
  • Cash & Cash Equivalents5%
  • Exchange Traded Equities1%
  • US Government Bonds1%

Contacts

1 of 1
  • ERIC MALDONADO

    OwnerCRD 5908854

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth