Saltmarsh Financial Advisors LLC

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Assets, Funds, Holdings

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Saltmarsh Financial Advisors LLC
CRD #132248
SEC #801-110278
CIK #
AUM $279.0 MM (2024-07-19)
Employees 6 (100% Investors, 0% Brokers)
Phone850-435-8300
Address900 N 12th Avenue
Pensacola, FL 32501
Source [IAPD] [Website]
Total AUM ($MM)
3002401801206002007201320192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 146 72.3
(b) Individuals (high net worth individuals) 70 197.8
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 2 4.4
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 3 4.5
(n) Other 0 0.0
Total 523 279.0
By Discretionary
Discretionary 523 279.0
Non-Discretionary 0 0.0
Total 523 279.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 279.0
Total 523 279.0
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Vestwell Advisors LLC
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Reframe Wealth LLC
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CODE Waechter LLC
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Firstmetric LLC
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Glassy Mountain Advisors Inc
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