SWP FINANCIAL LLC
Doing business as SALIENT WEALTH PLANNING. SEC Form ADV profile.
Total regulatory AUM
$239,389,499
Discretionary
$194,746,682
Non-discretionary
$44,642,817
Firm details
- CRD number
- 327885
- SEC file number
- 801-128911
- Main office
- ENCINITAS, CA, United States
- Employees
- 4
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.