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, individual-owned registered investment adviser organized as an LLC and operating since 2020. The firm serves both individual and family clients as well as institutional accounts, providing financial planning and portfolio management for individuals and small businesses. It charges fees by percentage of assets under management and also uses hourly and fixed-fee arrangements. The firm also operates as an insurance broker. SAN Luis Wealth Advisors does not identify as an active ESG investor and is not registered as a multi-state 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
- Exchange Traded Equities77%
- Cash & Cash Equivalents10%
- Public Funds/Mutual Funds7%
- US Government Bonds3%
- State & Local Bonds2%
Owners & executives
1 of 1
Luke Kittinger
Founding Partner & CEOCRD 6166253
Contacts
3 of 6
Bradley 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 77Active vs passive
$456M in ETFs
40%
$180M
49%
$276M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| MARKETDESK FOCUSED US DIVIDEND ETF (FDIV) | Active | Large Value | $36.7M | 1,320,912 | 8.04% |
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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