DBA: SAN LUIS WEALTH ADVISORS
| Total AUM | $760.0M |
| Discretionary | $760.0M100% of AUM |
| Client Accounts | 1,287 |
| Avg Account Size | $591K |
| Employees | 6 |
| Peak AUM | $760.0MMar 2026 |
Total AUM
$760M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $760M | +7.7% | +15.4% | +21.4% | |
| Discretionary AUM | |||||
| Total AUM | $760.0M |
| Discretionary | $760.0M |
| Employees | 6 |
| Client Accounts | 1287 |
| Client Range | 251-500 |
Address
735 TANK FARM ROAD
SAN LUIS OBISPO CA 93401
Phone
805-810-0002
Filing History
18 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$760M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| $760M |
| +7.7% |
| +15.4% |
| +21.4% |
| Total Accounts | 1k | 5.6% | +6.4% | +24.1% |
| Avg Account Size | $590,541.908 | +14.2% | +8.4% | 2.2% |
| Employees | 6 | 0.0% | 5.0% | +14.9% |
| AUM / Employee | $127M | +7.7% | +21.4% | +5.7% |
Client AUM Segments | |||||
| Wealth AUM | $570M | 5.7% | +18.0% | +20.2% | |
| Institutional AUM | $190M | +88.8% | +8.7% | +25.4% | |
Client Count Segments | |||||
| HNW Clients | 181 | 34.2% | 9.5% | +15.0% | |
| Institutional | 240 | +650.0% | +54.5% | +76.5% | |
| Individuals | 42 | 70.2% | 23.8% | 5.6% | |