← Tributary

SALIENT WEALTH PLANNING

ENCINITAS, CA · CRD 327885 · IAPD ↗ · salientwealthplanning.com · 858-768-0096

$239.4MRegulatory AUM
3Advisory reps
4Employees
0Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — SALIENT WEALTH PLANNING moved its main office from SAN DIEGO, CA to ENCINITAS, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
50
April 2026 — SALIENT WEALTH PLANNING added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
April 2025 — SALIENT WEALTH PLANNING reported RAUM up 26% ($158.9M -> $199.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2025 — SALIENT WEALTH PLANNING reports 101-250 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
65
March 2024 — SALIENT WEALTH PLANNING now reports custody of client assets ($166.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
March 2024 — SALIENT WEALTH PLANNING's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP

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