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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

SAN LUIS WEALTH ADVISORS

SLWA, LLC, CRD 309506

SAN LUIS OBISPO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:dcc6928d-7889-ea15-82fb-a7d048fbe16d

Data as of Mar 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 6
On other graphs: 0
Observed: Jun 8, 2020 to Mar 13, 2026
18 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.75 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $760MItem 5.F on the latest filing (2026-03-13); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $760M
Private client RAUM: $570MderivedItem 5.D individuals plus high net worth individuals
Private client share: 75%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $109Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,287
Individual clients: 181
High net worth clients: 42
Custody, client assets: $0
SEC number: 801-119019
CRD: 309506
Filings on the tape: 18
First filed: Jun 8, 2020
Latest filed: Mar 13, 2026
Organised: Limited Liability Company, CA
Website: sanluiswealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
LUKE DAVID KITTINGER	Certified Financial Planner	SAN LUIS OBISPO, CA	5	13	2	no
BRADLEY JUDSON GOODWIN	n/a	SAN LUIS OBISPO, CA	5	31	3	no
RASHEEM LAMONTE BANKS	Certified Financial Planner	SAN LUIS OBISPO, CA	2	14	2	no
Joel Daniel Askew	Certified Financial Planner	SAN LUIS OBISPO, CA \| BAKERSFIELD, CA	1	12	1	no
JENNIFER LYNN CHESINI	Certified Financial Planner	SAN LUIS OBISPO, CA	1	21	7	no
Meredith Karman Collins	n/a	SAN LUIS OBISPO, CA	1	12	3	no
Gavin Willard Benbrook	n/a	SAN LUIS OBISPO, CA	0	14	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
GOODWIN, BRADLEY, JUDSON	FOUNDING PARTNER	B	yes	06/2020	Jun 8, 2020	Apr 23, 2024
KITTINGER, LUKE, DAVID	CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER	E	yes	06/2020	Jun 8, 2020	Apr 23, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Bakersfield	CA	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 13, 2026	$760M	$760M	6	4	0	n/a	n/a
2024	Mar 28, 2025	$706M	$706M	6	4	1	n/a	n/a
2023	Mar 29, 2024	$97.2M	$97.2M	7	4	1	n/a	n/a
2022	Mar 28, 2023	$495M	$495M	7	4	1	n/a	n/a
2021	Mar 29, 2022	$395M	$395M	4	2	0	n/a	n/a
2020	Mar 12, 2021	$289M	$289M	3	2	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	3	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$760M	$706M	7.7%	$495M	15.4%	6	6	0	1

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
CERRO PACIFIC WEALTH ADVISORS, LLC	2	Oct 3, 2025	Sep 3, 2025	SAN LUIS OBISPO, CA	Team lift out	RIA to RIA	33.3%
WELLS FARGO ADVISORS	2	Jul 24, 2020	May 10, 2021	SAN LUIS OBISPO, CA	Team lift out	Wirehouse to new firm	0.0%

Relationships

Registered with (7)

← Gavin Willard BenbrookAdvisorregistration: current employment
Dec 1, 2025 to presentfactForm ADV
← Meredith Karman CollinsAdvisorregistration: current employment
Sep 3, 2025 to presentfactForm ADV
← JENNIFER LYNN CHESINIAdvisorregistration: current employment
Sep 2, 2025 to presentfactForm ADV
← Joel Daniel AskewAdvisorregistration: current employment
Mar 24, 2025 to presentfactForm ADV
← RASHEEM LAMONTE BANKSAdvisorregistration: current employment
Apr 4, 2024 to presentfactForm ADV
← BRADLEY JUDSON GOODWINAdvisorregistration: current employment
May 10, 2021 to presentfactForm ADV
← LUKE DAVID KITTINGERAdvisorregistration: current employment
May 7, 2021 to presentfactForm ADV

Moved with (2)

← CERRO PACIFIC WEALTH ADVISORS, LLCRegistered adviser2 advisors, team lift out, same day
Oct 3, 2025 to Sep 3, 2025factForm ADV
← WELLS FARGO ADVISORSRegistered adviser2 advisors, team lift out, same day
Jul 24, 2020 to May 10, 2021factForm ADV

Controls (2)

← GOODWIN, BRADLEY, JUDSONOwnerFOUNDING PARTNER, ownership code B, individual
Jun 8, 2020 to Apr 23, 2024factForm ADV
← KITTINGER, LUKE, DAVIDOwnerCHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER, ownership code E, individual
Jun 8, 2020 to Apr 23, 2024factForm ADV

Dated events

Occurred
Oct 3, 2025
Team lift-out
2 advisors left Cerro Pacific Wealth Advisors, LLC (San Luis Obispo, CA) for San Luis Wealth Advisors on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Mar 28, 2025
Regulatory AUM changed
San Luis Wealth Advisors reported RAUM $705.5M, up 26% from $561.1M (2024-04-23 to 2025-03-28)
Form ADVobserved 4 days ago
$144M
Occurred
Apr 23, 2024
Regulatory AUM changed
San Luis Wealth Advisors reported RAUM $561.1M, up 477% from $97.2M (2024-03-29 to 2024-04-23)
Form ADVobserved 4 days ago
$464M
Occurred
Mar 29, 2024
Regulatory AUM changed
San Luis Wealth Advisors reported RAUM $97.2M, down 80% from $495.0M (2023-10-12 to 2024-03-29)
Form ADVobserved 4 days ago
$-398M
Occurred
Mar 29, 2022
Regulatory AUM changed
San Luis Wealth Advisors reported RAUM $395.3M, up 37% from $288.7M (2021-03-12 to 2022-03-29)
Form ADVobserved 4 days ago
$107M
Occurred
Jun 8, 2020
First Form ADV filing
San Luis Wealth Advisors filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:dcc6928d-7889-ea15-82fb-a7d048fbe16d
First observed: Jun 8, 2020
Last observed: Mar 13, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SAN LUIS WEALTH ADVISORS

SLWA, LLC, CRD 309506

SAN LUIS OBISPO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:dcc6928d-7889-ea15-82fb-a7d048fbe16d

Data as of Mar 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:45 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

LUKE DAVID KITTINGER

Certified Financial Planner

SAN LUIS OBISPO, CA

BRADLEY JUDSON GOODWIN

n/a

SAN LUIS OBISPO, CA

RASHEEM LAMONTE BANKS

Certified Financial Planner

SAN LUIS OBISPO, CA

Joel Daniel Askew

Certified Financial Planner

SAN LUIS OBISPO, CA | BAKERSFIELD, CA

JENNIFER LYNN CHESINI

Certified Financial Planner

SAN LUIS OBISPO, CA

Meredith Karman Collins

n/a

SAN LUIS OBISPO, CA

Gavin Willard Benbrook

n/a

SAN LUIS OBISPO, CA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

GOODWIN, BRADLEY, JUDSON

FOUNDING PARTNER

yes

06/2020

Jun 8, 2020

Apr 23, 2024

KITTINGER, LUKE, DAVID

CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER

yes

06/2020

Jun 8, 2020

Apr 23, 2024

City

State

Country

Employees

Also broker-dealer

Bakersfield

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 13, 2026

$760M

n/a

2024

Mar 28, 2025

$706M

n/a

2023

Mar 29, 2024

$97.2M

n/a

2022

Mar 28, 2023

$495M

n/a

2021

Mar 29, 2022

$395M

n/a

2020

Mar 12, 2021

$289M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$760M

$706M

7.7%

$495M

15.4%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CERRO PACIFIC WEALTH ADVISORS, LLC

Oct 3, 2025

Sep 3, 2025

SAN LUIS OBISPO, CA

Team lift out

RIA to RIA

33.3%

WELLS FARGO ADVISORS

Jul 24, 2020

May 10, 2021

SAN LUIS OBISPO, CA

Team lift out

Wirehouse to new firm

0.0%