RIA IntelAdvisersCaliforniaSALT & LIGHT FINANCIAL MANAGEMENT L.L.C.

SALT & LIGHT FINANCIAL MANAGEMENT L.L.C.

Advisory

CA

Data as of May 12, 2026 · Source: SEC Form ADV

Rank in CA
#5,342
of 5,480 advisers by AUM
Average account
$527K
across 1 accounts
AUM per adviser
$527K
1 advisers

Source: SEC Form ADV. Figures as filed May 12, 2026.

Total AUM
$527K
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$527K
Discretionary AUM$527K
Non-Discretionary AUM$0
Discretionary %100%
Total Clients1
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

DENNIS, BRIAN KEITH
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$529K
HEDGEHOG ADVISERS, LLC
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$535K
VIDAL, MICHAEL ANTHONY DBA SELECT INVESTMENT SERVICES
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$539K
KAUZER CAPITAL MANAGEMENT, LLC
WALNUT CREEK, CA
$515K
99RISES INC.
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$539K
+97.0% 1Y
STEVEN TOOMEY ENTERPRISES, LLC
$541K

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