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AQUILA WEALTH ADVISORS LLC

Advisory

SAN LUIS OBISPO, CA

Data as of May 19, 2026 · Source: SEC Form ADV

Rank in CA

#4,259

of 5,480 advisers by AUM

Average account

$165K

across 125 accounts

AUM per adviser

$21M

1 advisers

Source: SEC Form ADV. Figures as filed May 19, 2026.

Total AUM

$21M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$21M

Discretionary AUM$21M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients36

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, LA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

36 clients

29 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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