CRD: 167975
Salmon BAY Wealth Management, LLC
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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-14-2014
- Office Locations
- 1
Office Locations
About Salmon BAY Wealth Management, LLC
Salmon Bay Wealth Management, LLC is a Coeur d’Alene, Idaho RIA led by founder Steven Ray Cole. The firm provides financial planning (including a written investment policy statement) and ongoing portfolio management aligned to client goals and risk tolerance. Public filings show a portfolio mix centered on ETFs and U.S. government/agency bonds with cash, custodied at Schwab/TD Ameritrade, and an emphasis on minimizing “disintermediation” to help clients compound wealth.
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Owner & Executives
STEVEN RAY COLE
Financial Professional, FOUNDER
- CRD
- #5523974
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,800,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,800,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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