Unclaimed Profile

William Benson Witte

SALEM PARTNERS WEALTH MANAGEMENT, LLC·LOS ANGELES, California

SIE, Series 7, Series 63, Series 79Clean record25 years registeredSALEM PARTNERS WEALTH MANAGEMENT, LLC

11111 SANTA MONICA BLVD, LOS ANGELES, CA 90025CRD# 1471180Firm CRD# 131359

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Benson Witte · LOS ANGELES, CA

Registration

CRD #1471180 · SALEM PARTNERS WEALTH MANAGEMENT, LLC · 25 years registered

Brand Profile

Not yet started

Career History

SALEM PARTNERS WEALTH MANAGEMENT, LLC

Jan 2014 – present

MOSEMAN & ASSOCIATES

Jan 2007 – Jan 2014

LOS ANGELES, CA

MOSEMAN & ASSOCIATES

Feb 2001 – Dec 2006

LONG BEACH, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 79

Registration record

First registered · February 6, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SALEM PARTNERS WEALTH MANAGEMENT, LLC

CRD 131359 · SEC 801-63354

AUM

$360M

Regulatory assets under management

Employees

189 client accounts

Services offered by SALEM PARTNERS WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SALEM PARTNERS WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does William Benson Witte offer?

William Benson Witte specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in LOS ANGELES, California for a consultation.

What are William Benson Witte's credentials?

William Benson Witte is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Benson Witte located?

William Benson Witte is based in LOS ANGELES, California, working with SALEM PARTNERS WEALTH MANAGEMENT, LLC. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.

How does William Benson Witte charge for services?

William Benson Witte's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SALEM PARTNERS WEALTH MANAGEMENT, LLC?

SALEM PARTNERS WEALTH MANAGEMENT, LLC has approximately 8 employees and manages $360M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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