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They include 181 individual clients, 175 corporations and other businesses, and 63 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 13 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Slwa offer?","answer":"Slwa provides financial planning and portfolio management for individuals and small businesses.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Slwa charge?","answer":"Slwa charges 0.75%–1.25% a year for its Asset Management. The fee is billed in advance and is negotiable.","source":"FORM ADV PART 2A, filed 13 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Slwa use?","answer":"Slwa’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $419M and Fidelity Brokerage Services LLC (Boston, MA), with $272M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Slwa have?","answer":"Slwa has 4 investment adviser representatives registered with state securities authorities, out of 6 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Slwa invest in?","answer":"At the end of its last fiscal year, Slwa’s separately managed accounts held 81% exchange-traded equities, 9% cash and equivalents, 7% registered funds (mutual funds, ETFs, BDCs), 2% U.S. government and agency bonds and 1% other. The 1% other category is described as: Alternative Investments.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Slwa?","answer":"Slwa’s direct owners are Luke Kittinger (75% or more) and Bradley Goodwin (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 13 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Slwa get paid?","answer":"Slwa is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Slwa?","answer":"Slwa’s main office is at 735 Tank Farm Road, Suite 264, San Luis Obispo, CA 93401. Its phone number is 805-810-0002. 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