Saltmarsh Financial Advisors, LLC
Saltmarsh Financial Advisors, LLC is an SEC-registered wealth manager in Pensacola, FL with $356.5M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Saltmarsh Financial Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 132248, SEC 801-110278, data through 2026-03-19.
- AUM (assets under management / regulatory AUM)
- $356.5M (2026-03-19)
- Firm type
- Wealth Manager
- Location
- Pensacola, FL
- Employees
- 6
- Clients
- 224
- CRD
- 132248
- Ownership
- JACKSON, RONALD, EDWARD; ADKINS, THOMAS, MICHAEL; MASSEY, WILLIAM, DAVID; GUND, CHARLES, FREDERICK; PEADEN, GEORGE, MAYHEW
How much AUM does Saltmarsh Financial Advisors, LLC have?
Saltmarsh Financial Advisors, LLC reported $356.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-19).
Who owns Saltmarsh Financial Advisors, LLC?
Disclosed owners and executives of Saltmarsh Financial Advisors, LLC include JACKSON, RONALD, EDWARD, ADKINS, THOMAS, MICHAEL, MASSEY, WILLIAM, DAVID, GUND, CHARLES, FREDERICK, PEADEN, GEORGE, MAYHEW. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.