Inactive

Gavin Willard Benbrook

San Luis Wealth Advisors

San Luis Obispo, CA

CRD 7497476

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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:

Current Employers

San Luis Wealth Advisors

735 Tank Farm Road Suite 264, San Luis Obispo, CA 93401 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-12-01

CA RA
APPROVED

Since 2025-12-01

Branch Locations

735 Tank Farm Road Suite 264, San Luis Obispo, CA 93401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Student	San Luis Obispo	CA	01/2012	08/2018
Lululemon Athletica	San Luis Obispo	CA	08/2018	03/2021
Mindbody, Inc.	San Luis Obispo	CA	04/2019	04/2020
San Luis Wealth Advisors	San Luis Obispo	CA	03/2021	Present

01/2012 → 08/2018

Student

San Luis Obispo, CA
08/2018 → 03/2021

Lululemon Athletica

San Luis Obispo, CA
04/2019 → 04/2020

Mindbody, Inc.

San Luis Obispo, CA
03/2021 → Present

San Luis Wealth Advisors

San Luis Obispo, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-04-07

S65 Uniform Investment Adviser Law Examination

2022-04-07

View on SEC IAPD

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Nearby Investors

JAY MICHAEL DOUGLAS

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TRINA JACQLEEN CISNEROS

Nearby Offices

COMMONWEALTH FINANCIAL NETWORK · San Luis Obispo, CA

LPL FINANCIAL LLC · SAN LUIS OBISPO, CA

MML INVESTORS SERVICES, LLC · SAN LUIS OBISPO, CA

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