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Slwa, LLC

● SEC registered since 2020CRD 309506SEC# 801-119019San Luis Obispo, CA
Export (members)
Reg. AUM
$760M
Employees
6
Accounts
1,287
Location
San Luis Obispo, CA

Slwa, LLC assets under management

Slwa, LLC operates as an SEC-registered investment adviser based in San Luis Obispo, CA. The firm has been registered since 2020. It reports $760 million in regulatory assets under management and employs 6 people.

Slwa, LLC owners & executives

2 reported
NameTitleOwnershipSince
Bradley Judson Goodwin ControlFounding Partner10-25%2020
Luke David Kittinger ControlChief Executive Officer/Chief Compliance OfficerOver 75%2020

Frequently asked questions

How much does Slwa, LLC manage?

Slwa, LLC reports $760 million in regulatory assets under management on its Form ADV.

How many employees does Slwa, LLC have?

Slwa, LLC reports 6 employees.

Where is Slwa, LLC located?

Slwa, LLC is based in San Luis Obispo, CA and has been SEC-registered since 2020.

Does Slwa, LLC disclose fund performance?

Slwa, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address735 Tank Farm Road, Suite 264, San Luis Obispo, CA 93401
Phone805-810-0002
Fax805-810-0006
Office hours8:00a.m. - 4:00p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Regulatory AUM

$760M▲ 8%
Mar '25 — $705.5MApr '25 — $705.5MMay '25 — $705.5MJun '25 — $705.5MJul '25 — $705.5MAug '25 — $705.5MSep '25 — $705.5MOct '25 — $705.5MNov '25 — $705.5MDec '25 — $705.5MJan '26 — $705.5MFeb '26 — $705.5MMar '26 — $760MApr '26 — $760MMay '26 — $760MJun '26 — $760M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 39%
Larger than 61% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers

Assets under management

$760Mregulatory AUM
Discretionary $760M