CRD: 327885
Salient Wealth Planning
$239.4M Total AUM
$194.7M Disc. AUM
-- 3Y CAGR
4 Employees
193 ADV. Clients
2 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-31-2023
- Office Locations
- 1
Office Locations
171 Saxony Road Suite 211 Encinitas CA
About Salient Wealth Planning
Salient Wealth Planning is a San Diego-based advisory firm serving pre-retirees, retirees, and women in transition. The team provides pre-retirement and retirement income planning, tax strategies, and investment management focused on balancing growth and security. The firm offers an online investment risk analysis tool to help clients align portfolios with risk tolerance.
Team overview
30 AVG AGE
$79.8M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
2.7 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
2yrs Firm Age
Insights
Available
Available
Available
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Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
PHILIP EDWIN SMITH
Chief Compliance Officer, Managing Member
- CRD
- #4231653
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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RICHARD JOSEPH VERTUCCI JR
--
- CRD
- #6442611
Available
Available
Available
ALLISON SUZANNE WOOTON
Financial Advisor
- CRD
- #4990072
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $194,746,682 | $338,102 |
| Non-Discretionary | $44,642,817 | $185,240 |
| Total | $239,389,499 | $293,010 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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