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Owner, Managing Member, and Chief Compliance Officer · Saltbox Financial LLC

Vera Kelsey-Watts

CRD 6276017 · Named on Form ADV at one SEC-registered adviser

At a glance

Saltbox Financial LLC, an SEC-registered wealth manager based in Portsmouth, NH with $105 million in regulatory assets, lists Vera Kelsey-Watts on its Form ADV as Owner, Managing Member, and Chief Compliance Officer, a control person.

Firms and roles

  • Saltbox Financial LLCOwner, Managing Member, and Chief Compliance OfficerWealth manager · Portsmouth, NH · $105M in regulatory assets

AtlasMembers

Vera’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Vera’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.