SLO Money Managers
SEC RegisteredYOUR FINANCIAL ADVOCATES
About the firm
A boutique firm offering comprehensive financial planning and wealth management, aiming to provide the highest possible service levels as a dedicated long-term financial partner to a manageable number of clients.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive financial planning, portfolio management, investment account setup, and ongoing proactive advocacy; also acts as a liaison with other professionals such as accountants, attorneys, insurance agents, real estate agents, and loan officers.
Who they serve
Clients who are responsive, disciplined, and humble, served as a boutique firm with a manageable client base.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 78 | $39M |
| High Net Worth Individuals | 62 | $101M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 5 | $19M |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of January 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SLO Money Managers 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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