Meredith Karman Collins
Investment adviser representative at San Luis Wealth Advisors
13 yearsExperience
1 stateRegistered in
$760MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- San Luis Wealth AdvisorsSep 2025 to now
- Cerro Pacific Wealth Advisors, LLCOct 2020 to now
- Crew Wealth ManagementAug 2019 to Sep 2020
- LPL Financial LLCAug 2019 to Sep 2020
- Bank of America, N.A.Oct 2018 to Jul 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2018 to Jul 2019
- Central Coast Wealth ManagementNov 2013 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (CA).
San Luis Wealth Advisors
Legal name: Slwa, LLC
$760MAssets managed
463Clients
6Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6268908
- Firm CRD
- 309506