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Salmon Bay Wealth Management
Salmon Bay Wealth Management, LLC is a state-registered investment adviser with $5 million in regulatory assets under management. The firm has 1 employee and...
Overview
Salmon Bay Wealth Management, LLC is a state-registered investment adviser with $5 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with less than 2 staff members.
General information
Firm type
RIA
Frequently asked questions
What types of clients does Salmon Bay serve?
The firm targets high-net-worth individuals, families, and institutions in the Pacific Northwest. Client minimums and specific demographics are not publicly available.
What investment philosophy does Salmon Bay follow?
Salmon Bay emphasizes customized multi-asset-class portfolios, combining traditional assets like stocks and bonds with alternatives such as private real estate and private credit. The approach is client-specific rather than formulaic.
Is Salmon Bay Wealth Management a fiduciary?
Yes, as a state-registered RIA, Salmon Bay is legally obligated to act as a fiduciary, meaning it must prioritize client interests over its own. This is a key differentiator from broker-dealers.
How can I verify Salmon Bay's regulatory history?
Salmon Bay's ADV filings with the SEC are the primary public source for disclosures on assets under management, fee structures, and any disciplinary history. These filings can be accessed via the SEC's Investment Adviser Public Disclosure (IAPD) database.
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