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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| SLWA LLC
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| CRD # | 309506 |
| SEC # | 801-119019 |
| CIK # | |
| AUM | $705.5 M (2025-03-28) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 805-810-0002 |
| Address | 735 Tank Farm Road San Luis Obispo, CA 93401 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 275 | 83.9 |
| (b) Individuals (high net worth individuals) | 141 | 521.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 5 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 27 | 100.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,364 | 705.5 |
| By Discretionary | ||
| Discretionary | 1,364 | 705.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,364 | 705.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 705.5 | |
| Total | 1,364 | 705.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Lighthouse Wealth Strategies LLC
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|
WA | 0.7 |
|
The Advocate Group LLC
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|
MN | 0.7 |
|
Cooperative Funeral Fund Inc
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|
CT | 0.7 |
|
Firestone Capital Management Inc
✚
|
FL | 0.7 |
|
Perspective Wealth Partners LLC
✚
|
ID | 0.7 |
|
Kozak & Tripp Private Asset Management Inc
✚
|
CO | 0.7 |
|
A N Culbertson & Company Inc
✚
|
VA | 0.7 |
|
Jeppson Wealth Management LLC
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|
CA | 0.7 |
|
Valicenti Advisory Services Inc
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|
NY | 0.7 |
|
Provident Wealth Management LLC
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|
TN | 0.7 |