$20.7M Total AUM
$20.7M Disc. AUM
-- 3Y CAGR
1 Employees
41 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company · LPL Financial
- Clients
- Retail
- Platforms
- Optima fusionValue
- Established Date
- 10-13-2017
- Office Locations
- 1
Office Locations
1134 Chorro ST SAN Luis Obispo CA
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.
Team overview
36 AVG AGE
$20.7M AVG AUM / ADVISOR
$503.8K AVG AUM / CLIENT
8.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Zenith Catalyst matrix Bridge alpha Frontier
Client Personas
Frontier Timber legacy
Investment Themes
Ember harbor Vector glacier Crest
Investment Vehicles
Peak
Services
Capital Alpha ember Atlas Wave Eagle momentum Unison Oak
Technology
Beacon zenith Insight foundation
Owner & Executives
ERIC MICHAEL MALDONADO
Chief Compliance Officer, Owner, Wealth Advisor
- CRD
- #5908854
- Ownership
- 75% or more
(470) 359-8144
pioneer.vertex@glaciercapital.com
in linkedin.com/in/pioneer-vector
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: $20,654,569
Public Funds:
16.1% Cash:
24.0% Equity - Exchange:
28.0% U.S. Government/Agency:
31.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $541,592,279 | 16.1% |
| Cash | $807,342,528 | 24.0% |
| Equity - Exchange | $941,899,615 | 28.0% |
| U.S. Government/Agency | $1,073,092,776 | 31.9% |
| Total | $3,363,927,198 | 100.0% |