Salt Creek Hills Money, Ltd.

Overview

Salt Creek Hills Money, Ltd. is a small, adviser-run wealth manager focused on individual and family clients and small businesses. The firm provides portfolio management and acts as a capital allocator by selecting other advisers and managers on behalf of clients, rather than running a large in-house multi-strategy platform. Its fee model includes both percentage-of-AUM and fixed-fee arrangements, and it reports non-discretionary relationships for the assets shown. The firm does not identify as an active ESG investor and is organized as a corporation under individual ownership. An accounting affiliation is listed among its industry ties, which suggests the business operates with an emphasis on tax-aware or accounting-aligned client service. Investment activity centers on pooled public vehicles — primarily mutual funds and other public funds — which the firm uses to build client portfolios. The adviser’s profile points to a fund-centric approach rather than direct-stock concentrated strategies or broad alternative-sleeve offerings. Salt Creek Hills Money, Ltd. also performs adviser-selection duties, indicating it may place client capital into third-party strategies when a specific need or expertise is required.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices