SAN LUIS WEALTH ADVISORS
Firm details
- Headquarters
- SAN LUIS OBISPO, California
- CRD number
- 309506
- Registered since
- July 13, 2020
- Website
- www.sanluis.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI66.06%
- Corporations / Businesses21.46%
- Individuals8.97%
- Pension & Profit Sharing Plans3.5%
- Charitable Organizations0.01%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
SAN Luis Wealth Advisors is an independent, SEC-registered RIA organized as an LLC and operating since 2020. The firm serves both individual and family clients as well as institutional clients, offering financial planning and portfolio management for individuals and small businesses. Its fee schedule combines asset-based fees with hourly and fixed-fee engagements. The firm also operates as an insurance broker, indicating integration of insurance solutions into client planning. SAN Luis Wealth Advisors does not identify as an active ESG investor and is not designated as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities77%
- Cash & Cash Equivalents10%
- Public Funds/Mutual Funds7%
- US Government Bonds3%
- State & Local Bonds2%
Owners & executives
1 of 1LUKE KITTINGER
Founding Partner & CEOCRD 6166253
Contacts
3 of 6BRADLEY GOODWIN
Founding PartnerCRD 2543519
RASHEEM BANKS
Financial AdvisorCRD 6095912
JENNIFER CHESINI
Investment Adviser RepresentativeCRD 4916807
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 79Active vs passive
$442M in ETFs
36%
$157M
54%
$285M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| MARKETDESK FOCUSED US DIVIDEND ETF (FDIV) | Active | Large Value | $37.1M | 1,388,353 | 8.39% |
Location
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
- 735 Tank Farm Rd
- Time zone
- PT (UTC-8)
- Office locations
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