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
999 Corporate Drive, Suite 100, Ladera Ranch, CA 92694
https://twitter.com/donalddoungpan1
By the Numbers
  • Total Assets Under Management
    51
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Salt Capital Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Orlando Espino, financial advisor Ladera Ranch CA
Orlando Espino
CRD#: 6354893
999 Corporate Drive, Suite 100, Ladera Ranch, CA 92694

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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