Aquila Wealth Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$20,654,569
Clients
36
81% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
36
HighAverage account size
$573,738
About
Aquila Wealth Advisors is an independent, state‑registered investment adviser operating as a solo practitioner that manages approximately $20.7 million for about 36 clients. The firm serves individuals (including high‑net‑worth clients), charitable organizations, and businesses, offering discretionary investment management, comprehensive financial planning, and employee benefit plan services, and it may engage third‑party sub‑advisors for some mandates.
The firm builds individualized plans through client conversations about goals, risk tolerance, and tax considerations, and typically implements portfolios grounded in modern portfolio theory with an emphasis on passive vehicles while also using fundamental and technical analysis where appropriate. Comprehensive planning clients receive ongoing access to a planner who monitors and updates plans over time and assists with implementation and coordination of other professionals.
Distinctive features include a regular program of educational seminars and paid speaking engagements (with some presentations provided pro‑bono), which the firm treats as general financial education rather than individualized advice. The firm also notes that it does not provide separate written reports to investment management clients and accepts a broad client base, including plan sponsors, without a stated account minimum.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Business sale tax planning
Business ownership considerations
Tax strategies for small businesses
Retirement plans for business owners (SEP, solo 401k)
Occupation focus
Founder/Business Owner
Retired
Fee options
$0 - $100,000: 1.50% $100,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.05% $1,000,001+: 0.90%
Comprehensive Financial Planning ongoing fee ranging from $0 to $36,000, paid monthly, quarterly, or semi-annually in advance.
Fee-only: Financial Planning fixed fee ranging from $0 to $36,000, paid upfront.
Main office location
Aquila Wealth Advisors
872 Higuera St
San Luis Obispo CA 93401, United States
Number of offices
2
Most active in
Aquila Wealth Advisors has reported serving >5 clients in these states in the last 12 months.
California · Louisiana · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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