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THE SALVETTI GROUP

SACRAMENTO, CA · CRD 324974 · IAPD ↗ · thesalvettigroup.com · 916-414-8282

$633.7MRegulatory AUM
4Advisory reps
6Employees
0Clients
More than 500Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
August 2026 — THE SALVETTI GROUP notice-filed in NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
March 2025 — THE SALVETTI GROUP shrank from 6 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
70
March 2025 — THE SALVETTI GROUP crossed $500M in regulatory AUM ($487.2M -> $607.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
28
April 2024 — THE SALVETTI GROUP changed its website from obrien-wealth.com to thesalvettigroup.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
70
April 2024 — THE SALVETTI GROUP grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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