Salient Wealth Planning
Salient Wealth Planning is an SEC-registered wealth manager in San Diego, CA with $239.4M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Salient Wealth Planning: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 327885, SEC 801-128911, data through 2026-04-22.
- AUM (assets under management / regulatory AUM)
- $239.4M (2026-04-22)
- Firm type
- Wealth Manager
- Location
- San Diego, CA
- Employees
- 4
- Clients
- 193
- CRD
- 327885
- Ownership
- SMITH, PHILIP, EDWIN; YASTE, TAELIM, HARRISON; SWP FINANCIAL HOLDINGS LLC
How much AUM does Salient Wealth Planning have?
Salient Wealth Planning reported $239.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-22).
Who owns Salient Wealth Planning?
Disclosed owners and executives of Salient Wealth Planning include SMITH, PHILIP, EDWIN, YASTE, TAELIM, HARRISON, SWP FINANCIAL HOLDINGS LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.