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Salt Capital Wealth Management, LLC

Updated today

Client assets under management

$3,100,000

Clients

20

100% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

10

Very Low

Average account size

$155,000

About

Salt Capital Wealth Management provides investment management, investment consulting, and comprehensive financial planning to individuals, business owners, and institutions, including high‑net‑worth clients. As with many independent advisors, it offers portfolio management and wealth management services billed on an asset‑based basis.

The firm employs a mix of quantitative and fundamental analysis across several rule‑based strategies — including Capital Appreciation, Dividend, Dollar‑Cost Averaging, Long‑Short, and a Trading Opportunity strategy — using ETFs, mutual funds, stocks, bonds, options, and futures. Salt Capital describes use of proprietary indicators (a Market Sentiment Indicator and moving‑average overlays), weekly tactical allocation decisions, and the ability to outsource portions of portfolios to other managers.

Noteworthy for a small independent advisory practice, Salt Capital expressly serves institutional and legal‑entity clients and offers a futures‑capable Trading Opportunity strategy intended to provide tailored institutional exposures (the strategy is noted as subject to an additional fee). The firm also documents formal anti‑money‑laundering and customer‑due‑diligence procedures for entity clients and may recommend affiliated private funds, disclosures that bear on how institutional and entity accounts are implemented.

Client services

Financial planning Portfolio management

Expertise

Active portfolio management Options & derivatives strategies

Fee options

Percentage

3% annually

Other

Account minimum: $50,000

Main office location

Salt Capital Wealth Management, LLC

999 Corporate Drive, Suite 100

Ladera Ranch CA 92694, United States

Number of offices

1

Most active in

California

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quick links

Advisors at this firm

user avatar

Donald D

Series 63, Series 66

Ladera Ranch, CA

Salt Capital Wealth Management, LLC

Donald Doungpanya is a financial advisor at Salt Capital Wealth Management, LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Salt Capital entities since 2006, as well as US Capital Global Wealth Management and GT Securities. He serves as principal and CEO of Salt Capital Wealth Management and Salt Capital Investment Advisors, providing strategic and financial advisory services. Salt Capital Wealth Management offers investment management, consulting, and financial planning to individuals, business owners, and institutions, including high-net-worth clients. The firm uses a combination of quantitative and fundamental analysis across multiple rule-based strategies and serves institutional clients with specialized offerings such as a futures-capable Trading Opportunity strategy.

Active portfolio management Options & derivatives strategies
user avatar

Orlando E

Series 66

Ladera Ranch, CA

Salt Capital Wealth Management, LLC

Orlando Espino is a financial advisor with Salt Capital Wealth Management, LLC, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Morgan Stanley, Morgan Stanley Private Bank, and New York Life Insurance Company. Outside of his advisory work, he is involved with A&B Insurance and Financial, an insurance agency specializing in health, accident, and life insurance. Salt Capital Wealth Management provides investment management, consulting, and comprehensive financial planning to individuals, business owners, and institutions, including high-net-worth clients. The firm employs a combination of quantitative and fundamental analysis across multiple rule-based strategies and offers services tailored to both individual and institutional clients.

Active portfolio management Options & derivatives strategies
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