RIA Intel›Advisers›Florida›SALTMARSH FINANCIAL ADVISORS, LLC

SALTMARSH FINANCIAL ADVISORS, LLC

Advisory

N·PENSACOLA, FL

Data as of Mar 19, 2026 · Source: SEC Form ADV

Total AUM
$357M
1-Year AUM Growth
+12.8%
3-Year CAGR
+6.1%
Employees
6
Assets Under Management
Total AUM$357M
Discretionary AUM$357M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients234
Team
Total Employees6
Investment Advisers6
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record25
First FilingJun 28, 2007
Latest FilingMar 19, 2026
🔒 Full AUM trend chart and 25 historical filings spanning 19+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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