SALT CAPITAL WEALTH MANAGEMENT, LLC

SALT CAPITAL WEALTH MANAGEMENT, LLC of LADERA RANCH, CA is an SEC-registered investment adviser (CRD 309267). Regulatory assets under management: $3.1M.

Registration

• CRD: 309267
• Type: Registered investment adviser
• Location: 999 CORPORATE DRIVE, LADERA RANCH, CA, 92694
• Phone: 6198694017
• Latest filing: 2026-03-20
• Regulatory AUM: $3.1M
• Discretionary AUM: $3.1M
• Clients: 1
• Accounts: 20

Business model

Compensation: % of AUM, Performance.

Clients served: Individuals, High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 309267 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search