Central Valley Advisors, Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 324974
· SEC file 801-128204
· Sacramento, CA
· WWW.THESALVETTIGROUP.COM
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ADV data as of Jul 23, 2026
- Regulatory AUM
- $634M
- Discretionary
- $634M
- Clients
- 590
- Avg AUM / client
- $1.1M
- Accounts
- 1,923
- Employees
- 6
AUM over time
$0
$634M
May 2023
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 428 | $141M | 22.2% |
| High net worth individuals | 162 | $493M | 77.8% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Americo Joseph Salvetti | Managing Partner | CFP | May 2023 (3y) | 50% – 75% |
| Marion Rita Hebert | Chief Compliance Officer | May 2023 (3y) | Less than 5% | |
| Nicholas Dante Salvetti | Managing Partner | CFP | May 2023 (3y) | 50% – 75% |
| Lacey B Fonseca Lawrence | Registered representative | CFP | May 2024 (2y) | |
| Terence Triantafillidis | Registered representative | May 2025 (1y) | ||
| Patricia Gall Pedrucci | Registered representative | Mar 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/22/2026 | 957 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Raymond James $634M (100% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 23, 2026.
View current Form ADV (SEC/IAPD) ↗