A complete list of active advisors currently associated with Salt Capital Wealth Management, LLC
Warmer can help you find a great advisor at Salt Capital Wealth Management, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Salt Capital Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Ladera Ranch, CA
| 22
| |
Ladera Ranch, CA
| 8
|
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