SL
SAN LUIS WEALTH ADVISORS
SEC RegisteredSAN LUIS OBISPO, CAhttps://sanluiswealth.com805-810-0002
Assets Under Management
$500M–$1B
Employees
6
Office Locations
2 offices
Total Accounts
1287
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net Worth
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 181 | $68M |
| High Net Worth Individuals | 42 | $502M |
| Charitable Organizations | 63 | $27M |
| State/Municipal Entities | 2 | — |
0 total clients reported on Form ADV.
Leadership
Luke David Kittinger
CHIEF COMPLIANCE OFFICER
Bradley Judson Goodwin
MANAGING MEMBER
Office locations
2 offices in 1 state
CA
SAN LUIS OBISPOHQ
CA
BAKERSFIELD
Advisors at this firm
7 advisors in the directory
Joel Daniel Askew
Investment Adviser Representative
Rasheem Lamonte Banks
Investment Adviser Representative
Gavin Willard Benbrook
Investment Adviser Representative
Jennifer Lynn Chesini
Investment Adviser Representative
Meredith Karman Collins
Investment Adviser Representative
Bradley Judson Goodwin
Investment Adviser Representative
Luke David Kittinger
Investment Adviser Representative
Regulatory & compliance
CRD number
#309506
SEC Number
801-119019
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
Data as of March 13, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
sanluiswealth.comPhone
805-810-0002Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SAN LUIS WEALTH ADVISORS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.