AQUILA WEALTH ADVISORS

AQUILA WEALTH ADVISORS of SAN LUIS OBISPO, CA is an SEC-registered investment adviser (CRD 290083). Regulatory assets under management: $20.7M.

Registration

• CRD: 290083
• Type: Registered investment adviser
• Location: 1134 CHORRO ST, SAN LUIS OBISPO, CA, 93401
• Phone: (805)250-4552
• Latest filing: 2026-05-19
• Regulatory AUM: $20.7M
• Discretionary AUM: $20.7M
• Clients: 1
• Accounts: 125

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 290083 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search