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AQUILA WEALTH ADVISORS
AQUILA WEALTH ADVISORS LLC
CRD 290083
1134 CHORRO ST, SAN LUIS OBISPO, CA, 93401, United States
Phone
(805)250-4552
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$20.7M
Discretionary AUM
$20.7M
Team
1 total employees; 1 advisory reps; 5 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7 | $12.2M |
| High net worth individuals | 29 | $8.4M |
All web addresses on file
Official SEC filing: View on IAPD