Investment AdviserInvest
Salient Wealth Planning
Legal name: SWP Financial LLC
Headquartered in Encinitas, California
About Salient Wealth Planning
Salient Wealth Planning is an investment adviser headquartered in Encinitas, California. It reports regulatory assets under management of $239.39M. SEC-registered investment advisers that manage portfolios and provide financial advice.
Key Facts
- Assets Under Management
- $239.39M
- Employees
- 4
- SEC File Number
- 801-128911
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