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SALVINI FINANCIAL PLANNING

· CRD 138087 · IAPD ↗ · salvinifinancial.com · (805) 543-6622

$116.2MRegulatory AUM
1Advisory reps
2Employees
28Clients
51-100Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
July 2026 — SALVINI FINANCIAL PLANNING notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
May 2026 — SALVINI FINANCIAL PLANNING (location n/a) is newly SEC-registered with $116.2M RAUM and 1 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.