CENTRAL VALLEY ADVISORS, LLC
DBA: THE SALVETTI GROUP
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $633.7M |
| Discretionary | $633.7M100% of AUM |
| Client Accounts | 1,923 |
| Avg Account Size | $330K |
| Employees | 6 |
| Peak AUM | $633.7MFeb 2026 |
AUM by Client Type
Total AUM
$634M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $634M | +4.4% | — | — | |
| Discretionary AUM | $634M | ||||
Key Metrics
| Total AUM | $633.7M |
| Discretionary | $633.7M |
| Employees | 6 |
| Client Accounts | 1923 |
| Client Range | More than 500 |
Contact & Location
Address
3455 AMERICAN RIVER DR.
SACRAMENTO CA 95864
Phone
916-414-8282
Filing History
14 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Individuals)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$634M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Structure
No related registrations reported