About
San Luis Wealth Advisors provides investment portfolio management, financial planning, and retirement plan services for individuals and businesses. The firm offers expertise in estate planning, real estate investment consulting, private equity, capital raising, reinsurance investment consulting, and lending consulting. It takes an approach by working with clients, their other advisors, business managers, and family members to coordinate communication and data management. The company manages brokerage account portfolios on a discretionary, fee-only basis, using a mix of stocks, bonds, cash alternatives, CDs, stock option strategies, real estate, and private equity. It operates independently from large banks and brokerage firms, allowing it to select solutions without affiliation constraints. The process includes an initial discovery to understand client goals and risk tolerance, followed by ongoing collaboration with related advisors to align financial planning and investment decisions.
Position in the VCSift Database
- • 33,888 investors in VCSift focus on the fintech sector.
- • 17 investors are based in San Luis Obispo, California, United States.
Data sourced from 410,343 investor profiles. Updated July 2026.
Investment Focus
- Sectors
- fintech
- Location
- San Luis Obispo, US
Contact Information
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