# Salient Wealth Planning

Salient Wealth Planning is a RIA based in Encinitas.

## Overview

- **Organization type:** RIA
- **Headquarters:** Encinitas
- **Assets under management:** Undisclosed
- **Website:** https://salientwealthplanning.com

## Regulatory record

- **CRD number:** 327885
- **SEC file number:** 801-128911
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/327885

## About

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.

## 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.

### How can external allocators or GPs engage with Salient Wealth Planning?

With no public website, LinkedIn page, or listed contact principal, the primary engagement path is through the firm's registered business address in California state filings. Cold outreach carries low probability of response without a warm introduction from a known intermediary in the West Coast family-office network.

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- [Pine Ridge Wealth](https://altss.com/profile/pine-ridge-wealth-llc)
- [JY Capital Management](https://altss.com/profile/jy-capital-management)

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Last updated: 2026-07-08T23:50:39.603Z

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