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- Custodian
- Charles Schwab & Company · LPL Financial
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 10-13-2017
- Office Locations
- 1
Office Locations
About Aquila Wealth Advisors
Aquila Wealth Advisors is a San Luis Obispo, CA fiduciary, fee-only RIA founded in 2017 by CFP®/MBA Eric Maldonado. The firm provides financial planning and investment management for near-retirees/retirees focused on lifetime retirement income and for business owners aligning business profits with family financial goals. Operates commission-free; custodians include Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 41 clients, or 41 clients per representative. That equates to $503.8K in reported AUM per client.
The profile lists 1 reported office location and 8 years in operation. The source data was last updated on May 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
ERIC MICHAEL MALDONADO
Chief Compliance Officer, Owner, Wealth Advisor
- CRD
- #5908854
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,654,569 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,654,569 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Aquila Wealth Advisors has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.