CRD: 309267
Salt Capital Wealth Management, LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-03-2020
- Office Locations
- 1
Office Locations
About Salt Capital Wealth Management, LLC
Salt Capital Wealth Management provides investment banking, corporate finance, and investment management for small to mid-sized businesses. The firm advises on capital raising, restructuring/turnaround, structured finance, and M&A, with additional portfolio management and risk-management support. Sector work spans construction/industrial and infrastructure as well as fast-growth technology (IT, data science, blockchain, AI). Typical deal sizes are under $1B.
Team overview
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Custodian
Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
DONALD KEO DOUNGPANYA
Manager, Owner
- CRD
- #4664308
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Orlando Espino Jr.
--
- CRD
- #6354893
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,100,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,100,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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