SACRAMENTO, CACRD 324974Latest ADV February 5, 2026
The Salvetti Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Sacramento, CA. Its latest Form ADV filing, dated February 5, 2026, reports $634M in regulatory assets under management, 6 employees, 1 office, and 1,923 accounts.
Assets Under Management
$634M
Employees
6
Offices
1 office
Total Clients
590
Primary office
SACRAMENTO, CA
3455 AMERICAN RIVER DR., SUITE A, SACRAMENTO, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 72.5% of total clients.
Top client categories% of clientsClients
1
Individuals
72.5%
428
2
HNWI
27.5%
162
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$634Mas of February 5, 2026
Discretionary100.0%
$634M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$634M
Total Accounts1,923
10Y AUM Change+$634M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee98:1
10Y Employee Change+2 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.