Meredith Karman Collins

Employer firm

San Luis Wealth Advisors CRD 309506

$760M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• FINANCIAL CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2018 → 07/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Luis Obispo, CA
• 11/2013 → 07/2018
  Central Coast Wealth Management
  San Luis Obispo, CA
• 10/2018 → 07/2019
  Bank Of America, N.A.
  San Luis Obispo, CA
• 08/2019 → 09/2020
  Lpl Financial Llc
  San Luis Obispo, CA
• 08/2019 → 09/2020
  Crew Wealth Management
  San Luis Obispo, CA
• 10/2020 → Present
  Cerro Pacific Wealth Advisors, Llc
  San Luis Obispo, CA
• 09/2025 → Present
  San Luis Wealth Advisors
  San Luis, CA

Previous Registrations

• 2020-10-19 → 2025-10-03
  Cerro Pacific Wealth Advisors, Llc
  San Luis Obispo, CA
• 2019-08-02 → 2020-09-29
  Lpl Financial Llc
  San Luis Obispo, CA
• 2018-12-07 → 2019-07-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Luis Obispo, CA
  New York, NY

Other Businesses

1) NOTARY PUBLIC; NOT INVESTMENT RELATED; CONDUCTED FROM OFFICE LOCATION.

Exams

• S66 Uniform Combined State Law Examination
  2018-12-06

Other Names

• Meredith Karman Collins
• Meredith Collins