San Luis Wealth Advisors LLC

Entity
Company
Business address
735 Tank Farm Road, Suite 264, 93401 San Luis Obispo, CA
Phone
8058100002
State of incorporation
CA
Fiscal year end
December 31
Signature 13F
Ashleigh Swayze - Counsel
All SEC filings
View on sec.gov
San Luis Wealth Advisors LLC has filed 20 SEC EDGAR filings since 2/5/2021

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
N-PX Open Document Open Filing Aug 5, 2025 Jun 30, 2025 028-20584
13F-HR Open Document Open Filing Jul 17, 2025 Jun 30, 2025 028-20584
13F-HR/A Open Document Open Filing Apr 18, 2025 Mar 31, 2025 028-20584
13F-HR Open Document Open Filing Apr 15, 2025 Mar 31, 2025 028-20584
13F-HR Open Document Open Filing Jan 14, 2025 Dec 31, 2024 028-20584
13F-HR Open Document Open Filing Oct 9, 2024 Sep 30, 2024 028-20584
N-PX Open Document Open Filing Oct 1, 2024 Sep 30, 2024 028-20584
13F-HR Open Document Open Filing Jul 12, 2024 Jun 30, 2024 028-20584
13F-HR Open Document Open Filing Apr 11, 2024 Mar 31, 2024 028-20584
13F-HR Open Document Open Filing Jan 17, 2024 Dec 31, 2023 028-20584
13F-HR Open Document Open Filing Oct 31, 2023 Sep 30, 2023 028-20584
13F-HR Open Document Open Filing Aug 2, 2023 Jun 30, 2023 028-20584
13F-HR Open Document Open Filing May 10, 2023 Mar 31, 2023 028-20584
13F-HR Open Document Open Filing Feb 2, 2023 Dec 31, 2022 028-20584
13F-HR Open Document Open Filing Oct 26, 2022 Sep 30, 2022 028-20584
13F-HR Open Document Open Filing Aug 10, 2022 Jun 30, 2022 028-20584
13F-HR Open Document Open Filing May 10, 2022 Mar 31, 2022 028-20584
13F-HR Open Document Open Filing Feb 14, 2022 Dec 31, 2021 028-20584
13F-HR Open Document Open Filing Nov 9, 2021 Sep 30, 2021 028-20584
13F-HR Open Document Open Filing Feb 5, 2021 Dec 31, 2020 028-20584