Salt Capital Wealth Management, LLC
Salt Capital Wealth Management, LLC (CRD# 309267) is a financial advisory firm headquartered in Ladera Ranch, CA. They manage $50,600,000 in 4 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Salt Capital Wealth Management, LLC
By the Numbers
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Total Assets Under Management51MILLION
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Total Number of Accounts4ACCOUNTS
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Average Account Value$12,650,000
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Salt Capital Wealth Management, LLC
1
Orlando Espino (CRD# 6354893) is an Investment Advisor Representative working at Salt Capital Wealth Management, LLC in Ladera Ranch, CA and has over 5 years of experience in the finance industry.
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