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SALIENT WEALTH PLANNING
SWP FINANCIAL LLC
CRD 327885 · SEC 801-128911
171 SAXONY ROAD, SUITE 211, ENCINITAS, CA, 92024, United States
Phone
858-768-0096
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$239.4M
Discretionary AUM
$194.7M
Team
4 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 140 | $92.3M |
| High net worth individuals | 53 | $147.0M |
States served
AZ, CA, TX
All web addresses on file
Official SEC filing: View on IAPD