← Back to searchVisit website
SALEM PARTNERS WEALTH MANAGEMENT, LLC
CRD 131359 · SEC 801-63354
11111 SANTA MONICA BLVD, SUITE 2250, LOS ANGELES, CA, 90025, United States
Phone
310-806-4200
Fax
310-806-4212
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.50B
Discretionary AUM
$1.50B
Team
8 total employees; 3 advisory reps; 49 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 46 | $1.50B |
States served
CA, MA, NY, TX
All web addresses on file
Official SEC filing: View on IAPD