A complete list of active advisors currently associated with San Luis Wealth Advisors
Warmer can help you find a great advisor at San Luis Wealth Advisors or one who fits your needs even better.
San Luis Wealth Advisors LLC is an independent registered investment adviser managing roughly $760 million in client assets and advising individuals, families, trusts, charitable organizations, businesses and pension plans. The firm provides comprehensive financial planning and portfolio management, and also offers retirement-plan fiduciary services and investment management for certain reinsurance entities related to vehicle dealerships, with those reinsurance assets managed according to a client Investment Policy Statement. Engagements begin with a discovery meeting to develop a customized financial life plan that guides portfolio construction, and most asset management is provided on a discretionary basis under a limited power of attorney. Investment decisions are guided by a predominantly top-down approach using fundamental analysis, and the firm may employ short-term trading, options strategies when appropriate, and artificial intelligence tools for meeting notes and data aggregation subject to human review. A subset of SLWA advisors are separately licensed as independent insurance agents and may implement insurance recommendations for customary commissions; the brochure discloses this potential conflict of interest and the firm’s efforts to mitigate it. The firm also recommends and sometimes participates in private placements, real estate and private equity opportunities (including taking compensation or equity) and discloses those relationships, while noting it manages but does not administer certain client reinsurance programs.
To learn more about the advisors currently working at San Luis Wealth Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
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