The Salvetti Group
The Salvetti Group is an SEC-registered wealth manager in Sacramento, CA with $633.7M assets under management (AUM, regulatory AUM), +4% over one year. See who owns The Salvetti Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 324974, SEC 801-128204, data through 2026-06-22.
- AUM (assets under management / regulatory AUM)
- $633.7M (2026-06-22)
- Firm type
- Wealth Manager
- Location
- Sacramento, CA
- Employees
- 6
- Clients
- 590
- CRD
- 324974
- Ownership
- SALVETTI, AMERICO, JOSEPH; HEBERT, MARION, RITA; FONSECA LAWRENCE, LACEY, B; SALVETTI, NICHOLAS, DANTE
How much AUM does The Salvetti Group have?
The Salvetti Group reported $633.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-22).
Who owns The Salvetti Group?
Disclosed owners and executives of The Salvetti Group include SALVETTI, AMERICO, JOSEPH, HEBERT, MARION, RITA, FONSECA LAWRENCE, LACEY, B, SALVETTI, NICHOLAS, DANTE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.