Salt Capital Wealth Management, LLC
Firm details
- Headquarters
- Ladera Ranch, California
- CRD number
- 309267
- Website
- salt-capital.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Contacts
2 of 2
Orlando Espino
Vice PresidentCRD 6354893

Donald Doungpanya
FounderCRD 4664308
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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