Salt Capital Wealth Management, LLC

RIAState Registered
Total AUM
$3.1M
Discretionary
$3.1M
100% of AUM
Avg account
$155K
Accounts
20
Employees
1
Advisory reps
2

Firm details

Headquarters
Ladera Ranch, California
CRD number
309267
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI100%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Salt Capital Wealth Management, LLC is an independent, California-registered investment adviser structured as an LLC and owned by an individual. The firm serves individual and family clients, offering financial planning and portfolio management services for individuals, small businesses and other institutions. Its stated business activities include acting as a CPO or CTA, and its advisory work combines ongoing portfolio oversight with fee arrangements that include a percentage of assets under management and performance-based fees.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Contacts

2 of 2
  • Orlando Espino

    Orlando Espino

    Vice PresidentCRD 6354893

  • Donald Doungpanya

    Donald Doungpanya

    FounderCRD 4664308

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Ladera Ranch, CA

Orange

Location

Ladera Ranch, CA

Headquartered in Ladera Ranch, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Orange
Address
999 Corporate Dr
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth