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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

THE SALVETTI GROUP

CENTRAL VALLEY ADVISORS, LLC, CRD 324974

SACRAMENTO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:46d5269d-a687-81e6-54b4-ee144233a36e

Data as of Jul 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 4
On other graphs: 0
Observed: May 22, 2023 to Jul 23, 2026
12 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $634MItem 5.F on the latest filing (2026-07-23); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $634M
Private client RAUM: $634MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $106Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 4
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,923
Individual clients: 428
High net worth clients: 162
Custody, client assets: $11.8M
SEC number: 801-128204
CRD: 324974
Filings on the tape: 12
First filed: May 22, 2023
Latest filed: Jul 23, 2026
Organised: Limited Liability Company, CA
Website: thesalvettigroup.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
AMERICO JOSEPH SALVETTI	Certified Financial Planner	SACRAMENTO, CA	3	28	3	no
NICHOLAS DANTE SALVETTI	Certified Financial Planner	SACRAMENTO, CA \| STOCKTON, CA	3	28	3	no
MARION RITA HEBERT	n/a	SACRAMENTO, CA	3	25	1	no
LACEY B FONSECA LAWRENCE	Certified Financial Planner	Stockton, CA \| SACRAMENTO, CA	2	11	n/a	no
TERENCE TRIANTAFILLIDIS	n/a	SACRAMENTO, CA	1	14	1	no
PATRICIA GALL PEDRUCCI	n/a	Stockton, CA \| SACRAMENTO, CA	0	12	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
SALVETTI, AMERICO, JOSEPH	MANAGING PARTNER	D	yes	05/2023	May 22, 2023	Mar 26, 2024
SALVETTI, NICHOLAS, DANTE	MANAGING PARTNER	D	yes	05/2023	May 22, 2023	Mar 26, 2024
HEBERT, MARION, RITA	CHIEF COMPLIANCE OFFICER	Na	no	05/2023	May 22, 2023	Mar 26, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Stockton	CA	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 3 of 5

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 5, 2026	$634M	$634M	6	4	1	n/a	n/a
2024	Apr 25, 2025	$607M	$607M	6	4	1	n/a	n/a
2023	Mar 26, 2024	$487M	$475M	6	6	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	16.7%	0	0	0	2	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$634M	$607M	4.4%	n/a	n/a	6	6	1	1

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	4	Jul 5, 2023	Jun 22, 2023	SACRAMENTO, CA	Team lift out	Ibd to new firm	0.1%

Relationships

Registered with (8)

← PATRICIA GALL PEDRUCCIAdvisorregistration: current employment
Mar 30, 2026 to presentfactForm ADV
← TERENCE TRIANTAFILLIDISAdvisorregistration: current employment
May 2, 2025 to presentfactForm ADV
← LACEY B FONSECA LAWRENCEAdvisorregistration: current employment
May 14, 2024 to presentfactForm ADV
← MARION RITA HEBERTAdvisorregistration: current employment
Jun 22, 2023 to presentfactForm ADV
← AMERICO JOSEPH SALVETTIAdvisorregistration: current employment
Jun 21, 2023 to presentfactForm ADV
← NICHOLAS DANTE SALVETTIAdvisorregistration: current employment
Jun 21, 2023 to presentfactForm ADV
← SEAN MICHAEL O'BRIENAdvisorregistration: previous registration
Jun 22, 2023 to Jun 22, 2026factForm ADV
← Jessica Ann ZiferAdvisorregistration: previous registration
Jan 9, 2024 to May 1, 2025factForm ADV

Controls (2)

← SALVETTI, AMERICO, JOSEPHOwnerMANAGING PARTNER, ownership code D, individual
May 22, 2023 to Mar 26, 2024factForm ADV
← SALVETTI, NICHOLAS, DANTEOwnerMANAGING PARTNER, ownership code D, individual
May 22, 2023 to Mar 26, 2024factForm ADV

Owns (1)

← HEBERT, MARION, RITAOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
May 22, 2023 to Mar 26, 2024factForm ADV

Moved with (1)

← RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviser4 advisors, team lift out
Jul 5, 2023 to Jun 22, 2023factForm ADV

Dated events

Occurred
Jun 22, 2026
Advisor changed firm
Sean Michael O'Brien left The Salvetti Group for Echo45 Advisors Llc (registered 2026-06-18)
Form ADVobserved 6 days ago
Occurred
May 1, 2025
Advisor changed firm
Jessica Ann Zifer left The Salvetti Group for Cetera Investment Advisers Llc (registered 2025-08-27)
Form ADVobserved 6 days ago
Occurred
Jul 5, 2023
Team lift-out
4 advisors left Raymond James Financial Services Advisors, Inc (Sacramento, CA) for The Salvetti Group within 7 days
Form ADVobserved 6 days ago
4 advisors
Occurred
May 22, 2023
First Form ADV filing
Central Valley Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:46d5269d-a687-81e6-54b4-ee144233a36e
First observed: May 22, 2023
Last observed: Jul 23, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

THE SALVETTI GROUP

CENTRAL VALLEY ADVISORS, LLC, CRD 324974

SACRAMENTO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:46d5269d-a687-81e6-54b4-ee144233a36e

Data as of Jul 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:03 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

AMERICO JOSEPH SALVETTI

Certified Financial Planner

SACRAMENTO, CA

NICHOLAS DANTE SALVETTI

Certified Financial Planner

SACRAMENTO, CA | STOCKTON, CA

MARION RITA HEBERT

n/a

SACRAMENTO, CA

LACEY B FONSECA LAWRENCE

Certified Financial Planner

Stockton, CA | SACRAMENTO, CA

n/a

TERENCE TRIANTAFILLIDIS

n/a

SACRAMENTO, CA

PATRICIA GALL PEDRUCCI

n/a

Stockton, CA | SACRAMENTO, CA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

SALVETTI, AMERICO, JOSEPH

MANAGING PARTNER

yes

05/2023

May 22, 2023

Mar 26, 2024

SALVETTI, NICHOLAS, DANTE

MANAGING PARTNER

yes

05/2023

May 22, 2023

Mar 26, 2024

HEBERT, MARION, RITA

CHIEF COMPLIANCE OFFICER

05/2023

May 22, 2023

Mar 26, 2024

City

State

Country

Employees

Also broker-dealer

Stockton

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 5, 2026

$634M

n/a

2024

Apr 25, 2025

$607M

n/a

2023

Mar 26, 2024

$487M

$475M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

16.7%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$634M

$607M

4.4%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Jul 5, 2023

Jun 22, 2023

SACRAMENTO, CA

Team lift out

Ibd to new firm

0.1%