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Salient Wealth Planning
SALIENT WEALTH PLANNING is an SEC-registered investment adviser in ENCINITAS, CA, registered since 2023. The firm manages $239 million in assets, with $195...
Overview
SALIENT WEALTH PLANNING is an SEC-registered investment adviser in ENCINITAS, CA, registered since 2023. The firm manages $239 million in assets, with $195 million on a discretionary basis. It has 4 employees and 3 investment advisers. SALIENT WEALTH PLANNING was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-07-14, it reported 4 employees; 817 advisory accounts; services including Financial planning, Portfolio management for businesses and institutional clients, Portfolio management for individuals and small businesses, Selection of other advisers; client categories including High net worth individuals, Individuals (other than high net worth individuals); compensation arrangements including A percentage of assets under management, Fixed fees. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.
General information
Firm type
RIA
Location
City
Encinitas
Frequently asked questions
Who runs investment decisions at Salient Wealth Planning?
No named principal or investment committee member is disclosed in any public registration, professional biography, or media source. The firm's regulatory filings do not list key officers in commonly searchable databases, and no LinkedIn profile connects an individual to the entity. This makes the decision-making authority unobservable to external parties.
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