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SALTBOX FINANCIAL LLC

PORTSMOUTH, NH · CRD 130882 · IAPD ↗ · saltboxfinancial.co · (978) 572-2071

$104.6MRegulatory AUM
3Advisory reps
5Employees
160Clients
26-50Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
September 2026 — SALTBOX FINANCIAL LLC (PORTSMOUTH, NH) is newly SEC-registered with $104.6M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.