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 consulting, portfolio management, and related financial planning to individual investors, business owners, and institutional clients. Like many supported firms, it manages client portfolios on an advisory basis and may use percentage-of-assets billing.
The firm constructs portfolios using fundamental, quantitative, cyclical, and technical analysis and employs strategies such as capital appreciation, dividend, dollar-cost averaging, long-short trading, and other trading opportunities. Portfolios may include ETFs, stocks, bonds, mutual funds, options, futures, and cash, and the firm may retain or recommend third‑party sub‑advisers when appropriate.
Distinctive features include a small, owner‑operated structure with concentrated leadership and the recent addition of a securities‑backed “Private Liquidity” program that facilitates client access to lender‑provided lines of credit secured by custodial assets; Salt Capital is not a lender and discloses the attendant conflicts and controls. The firm also notes it may enter into performance‑based fee arrangements where permitted and maintains policies and supervisory procedures to address the added risks and potential conflicts associated with lending facilitation and active, derivative‑inclusive strategies.
Client services
Expertise
Occupation focus
Fee options
2% annually
30% of profits above 7% hurdle rate, calculated and paid quarterly, only where permitted by law and to qualified clients
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 63, Series 66
Ladera Ranch, CA
Salt Capital Wealth Management, LLC
Donald Doungpanya is a financial advisor with Salt Capital Wealth Management, LLC, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. His prior work includes roles at Ameriprise and various Salt Capital entities. Salt Capital Wealth Management provides investment consulting, portfolio management, and financial planning services to individual investors, business owners, and institutional clients, employing diverse strategies and a combination of fundamental and quantitative analyses. The firm operates as a small, owner-operated business that offers a securities-backed “Private Liquidity” program and uses both in-house management and third-party sub-advisers.
Orlando E
Series 66
Ladera Ranch, CA
Salt Capital Wealth Management, LLC
Orlando Espino Jr. is a financial advisor at Salt Capital Wealth Management, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at GT Securities, Inc., Salt Capital Global Securities, LLC, Morgan Stanley Private Bank, Morgan Stanley, and New York Life Insurance Company. Outside of his advisory role, he is involved with A&B Insurance and Financial, an agency focused on health, accident, and life insurance. Salt Capital Wealth Management provides investment consulting, portfolio management, and financial planning services to individual investors, business owners, and institutional clients. The firm employs a range of analytical approaches and strategies, including fundamental, quantitative, cyclical, and technical analysis, and offers a securities-backed lending program alongside various portfolio management options.
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