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SLALOM WEALTH MANAGEMENT, LLC
CRD 292207
836 57TH ST, SUITE 457, SACRAMENTO, CA, 95819, United States
Phone
916-999-4854
Fax
916-999-4853
Registration
— (—)
Source
State registered
Total AUM
$19.3M
Discretionary AUM
$19.3M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 14 | $5.9M |
| High net worth individuals | 11 | $13.4M |
All web addresses on file
Official SEC filing: View on IAPD