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THE SALVETTI GROUP
CENTRAL VALLEY ADVISORS, LLC
CRD 324974 · SEC 801-128204
3455 AMERICAN RIVER DR., SUITE A, SACRAMENTO, CA, 95864, United States
Phone
916-414-8282
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$633.7M
Discretionary AUM
$633.7M
Team
6 total employees; 4 advisory reps
Clients
More than 500
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-05
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 428 | $140.9M |
| High net worth individuals | 162 | $492.9M |
States served
AZ, CA, LA, NC, OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD