# SALTBOX FINANCIAL LLC

SALTBOX FINANCIAL LLC of PORTSMOUTH, NH is an SEC-registered investment adviser.

## Registration

- CRD: 130882
- Type: SEC-registered investment adviser
- SEC file number: 801-136998
- Location: 135 MCDONOUGH STREET, SUITE 335, PORTSMOUTH, NH, 03801
- Phone: (978) 572-2071
- Latest filing: 2026-07-02
- Regulatory AUM: $104.6M
- Discretionary AUM: $102.4M
- Non-discretionary AUM: $2.2M
- Clients: 5
- Accounts: 212

## Business model

- Compensation: % of AUM, Hourly, Other
- Clients served: Individuals, High net worth, Charities, Other

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| Vera Kelsey-Watts | OWNER, MANAGING MEMBER, AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/130882/brochure
- Similar advisers: https://search.stillhousedata.com/firm/130882/similar
- Related entities: https://search.stillhousedata.com/firm/130882/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/130882

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.