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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-13-2020
- Office Locations
- 1
Office Locations
About SAN Luis Wealth Advisors
San Luis Wealth Advisors is an independent, fee-only RIA providing discretionary portfolio management and holistic planning for a select group of high-net-worth clients (typically $1M+ investable assets). The team coordinates with clients’ other advisors and supports tax and estate strategy, trust management, real estate financing/management, and private equity and capital raises, using best-in-class, expense-aware solutions.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
LUKE DAVID KITTINGER
Founder, President
- CRD
- #6166253
- Ownership
- 75% or more
BRADLEY JUDSON GOODWIN
FOUNDING PARTNER, Partner
- CRD
- #2543519
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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Joel Daniel Askew
founder, Registered Investment Advisory
- CRD
- #6342307
RASHEEM LAMONTE BANKS
Financial Advisor
- CRD
- #6095912
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $760,027,436 | $590,542 |
| Non-Discretionary | $0 | -- |
| Total | $760,027,436 | $590,542 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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