SALT CAPITAL WEALTH MANAGEMENT, LLC

Overview

Salt Capital Wealth Management, LLC is a small, independent registered investment adviser that focuses on serving individual and family clients with tailored financial planning and discretionary portfolio management. The firm is structured as a limited liability company and is owned by an individual, and its advisory scope includes portfolio management for individuals, small businesses and institutional/business clients. In addition to traditional advisory services, the firm is registered to operate as a CPO or CTA, suggesting it can manage or advise on pooled-vehicle and trading strategies alongside client accounts. Investment activity centers on publicly traded equities and exchange-traded products; the firm’s stated asset preference is equities. Fee arrangements include a percentage-of-AUM component and the option for performance-based fees, indicating the firm runs strategies where performance alignment with clients is a component of compensation. The adviser does not identify as an active ESG investor and is not registered as a multi-state adviser.

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Public Holdings

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Location & Offices