SWP FINANCIAL LLC
Legal name: SALIENT WEALTH PLANNING
CRD #327885 SEC #801-128911 SAN DIEGO, CA 858-768-0096
SEC Registered
Total AUM
$199.9M
Discretionary
$155.2M
Employees
5
Clients
101
Accounts
824
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $199.9M | $155.2M | $44.7M | 5 | 0 |
| Mar 2024 | $158.9M | $126.2M | $32.6M | 4 | 0 |
| Feb 2024 | $166M | $128.1M | $37.9M | 4 | 0 |
| Dec 2023 | $0 | $0 | $0 | 4 | 0 |
| Nov 2023 | $0 | $0 | $0 | 4 | 0 |
| Oct 2023 | $0 | $0 | $0 | 4 | 0 |
| Oct 2023 | $0 | $0 | $0 | 4 | 0 |
| Oct 2023 | $0 | $0 | $0 | 4 | 0 |
| Sep 2023 | $0 | $0 | $0 | 4 | 0 |
| Sep 2023 | $0 | $0 | $0 | 4 | 0 |
DateMar 2025
Total AUM$199.9M
Discretionary$155.2M
Non-Disc.$44.7M
Employees5
Clients0
DateMar 2024
Total AUM$158.9M
Discretionary$126.2M
Non-Disc.$32.6M
Employees4
Clients0
DateFeb 2024
Total AUM$166M
Discretionary$128.1M
Non-Disc.$37.9M
Employees4
Clients0
DateDec 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateNov 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateOct 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateOct 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateOct 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateSep 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateSep 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0