Salt Capital Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Salt Capital Wealth Management provides investment management, investment consulting, and comprehensive financial planning to individuals, business owners, and institutions, including high‑net‑worth clients. As with many independent advisors, it offers portfolio management and wealth management services billed on an asset‑based basis.
The firm employs a mix of quantitative and fundamental analysis across several rule‑based strategies — including Capital Appreciation, Dividend, Dollar‑Cost Averaging, Long‑Short, and a Trading Opportunity strategy — using ETFs, mutual funds, stocks, bonds, options, and futures. Salt Capital describes use of proprietary indicators (a Market Sentiment Indicator and moving‑average overlays), weekly tactical allocation decisions, and the ability to outsource portions of portfolios to other managers.
Noteworthy for a small independent advisory practice, Salt Capital expressly serves institutional and legal‑entity clients and offers a futures‑capable Trading Opportunity strategy intended to provide tailored institutional exposures (the strategy is noted as subject to an additional fee). The firm also documents formal anti‑money‑laundering and customer‑due‑diligence procedures for entity clients and may recommend affiliated private funds, disclosures that bear on how institutional and entity accounts are implemented.
Client services
Expertise
Fee options
3% annually
Account minimum: $50,000
Main office
999 Corporate Drive, Suite 100
Ladera Ranch CA 92694
Advisors at this office
2
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Donald D
Series 66, Series 63
Ladera Ranch, CA
Salt Capital Wealth Management, LLC
Donald Doungpanya is a financial advisor at Salt Capital Wealth Management, LLC with 22 years of industry experience. He holds Series 66 and Series 63 designations and has worked at several related entities including GT Securities, Inc., Salt Capital Investment Advisors, LLC, and US Capital Wealth Management, LLC. Salt Capital Wealth Management provides investment management, consulting, and financial planning services to individuals, business owners, and institutions, including high-net-worth clients. The firm uses a combination of quantitative and fundamental analysis across multiple rule-based strategies and serves both individual and institutional clients.
Orlando E
Series 66
Ladera Ranch, CA
Salt Capital Wealth Management, LLC
Orlando Espino is a financial advisor with Salt Capital Wealth Management, LLC, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Morgan Stanley, Morgan Stanley Private Bank, and New York Life Insurance Company. Outside of his advisory work, he is involved with A&B Insurance and Financial, an insurance agency specializing in health, accident, and life insurance. Salt Capital Wealth Management provides investment management, consulting, and comprehensive financial planning to individuals, business owners, and institutions, including high-net-worth clients. The firm employs a combination of quantitative and fundamental analysis across multiple rule-based strategies and offers services tailored to both individual and institutional clients.
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