SAN LUIS WEALTH ADVISORS
SEC RegisteredWorking with you to reach your financial goals.
About the firm
San Luis Wealth Advisors strive to provide excellent service and investment guidance to a select group of clients. They operate independently of large banks or brokerage firms to use best-in-class solutions while reducing expenses, and take a holistic approach advising across both sides of clients' balance sheets.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment Portfolio Management, Financial Planning, Corporate Retirement Plans, Estate Planning, Real Estate Investment Consulting, Private Equity, Capital Raises, Reinsurance Investment Consulting, and Lending Consulting. Services are provided on a fee-only, discretionary basis.
Who they serve
A select group of clients with a minimum of $1,000,000 of investable assets.
| 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
Office locations
Advisors at this firm
7 advisors in the directory
Regulatory & compliance
Data as of March 13, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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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.