Key facts
- SALIENT WEALTH PLANNING is a other based in ENCINITAS, CA.
- SALIENT WEALTH PLANNING reports $2.4M in regulatory assets under management, per its SEC Form ADV (2026-04).
Registered with the SEC
Form ADV · 2026-04 · CRD 327885- Regulatory AUM
- $2.4M
- Private fund assets
- —
- Private funds
- —
- Staff
- 4
- Registered office
- ENCINITAS, CA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as SWP FINANCIAL LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for SALIENT WEALTH PLANNING are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is SALIENT WEALTH PLANNING's AUM?
- SALIENT WEALTH PLANNING manages approximately $2.4M in assets.