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Crew Wealth ManagementFinancial advisor in San Luis Obispo, CA

Crew Wealth Management is a financial advisor at 1266 Monterey St, San Luis Obispo, CA 93401, ranked #1 of 34 financial advisors in San Luis Obispo and rated 5.0 from 28 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

San Luis Obispo, CAUpdated 0 paid placements in any rankingHow we rank

Call (805) 781-3885Website ↗

Key facts

Key facts about Crew Wealth Management
Address1266 Monterey St, San Luis Obispo, CA 93401Get directions
Phone(805) 781-3885
Websitecrewwealthmgmt.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating5.0 from 28 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves San Luis Obispo and 7 towns within 25 miles: Los Osos, Grover Beach, Arroyo Grande, Morro Bay, Atascadero, Nipomo and Paso Robles.

Based in San Luis Obispo, CAView on map

Opening hours

Opening hours for Crew Wealth Management
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Crew Wealth Management

How is Crew Wealth Management ranked in San Luis Obispo?

Crew Wealth Management is ranked #1 of 34 financial advisors in San Luis Obispo by RFA Score, with 69 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Crew Wealth Management’s hours?

Crew Wealth Management is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Crew Wealth Management serve?

Serves San Luis Obispo and 7 towns within 25 miles: Los Osos, Grover Beach, Arroyo Grande, Morro Bay, Atascadero, Nipomo and Paso Robles. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Crew Wealth Management?

Crew Wealth Management has a rating of 5.0 from 28 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Crew Wealth Management?

Call Crew Wealth Management on (805) 781-3885. The business is at 1266 Monterey St, San Luis Obispo, CA 93401. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Crew Wealth Management compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Crew Wealth Management (this business)—695.0 (28)NoNo
Edward Jones - Financial Advisor: Joe Boche#2695.0 (26)NoNo0.2 mi
Sound Financial & Insurance Solutions, Inc.#3674.8 (22)NoNo0.2 mi

See all 34 ranked financial advisors in San Luis Obispo