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SALEM PARTNERS WEALTH MANAGEMENT, LLC
SALEM PARTNERS WEALTH MANAGEMENT, LLC
SALEM PARTNERS ADVISORS LLC DBA SALEM PARTNERS WEALTH MANAGEMENT
LOS ANGELES, California
·
8 registered advisors
·
CRD# 131359
SEC# 801-63354
1
310-806-4200
01
Firm Overview
AUM
$360M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at SALEM PARTNERS WEALTH MANAGEMENT, LLC
8 registered advisors
Brendan Devon Houlihan
LOS ANGELES, California
CRD# 3271129
Caleb Eugene Smith
LOS ANGELES, California
CRD# 5370376
Erik D Ridgley
LOS ANGELES, California
CFA
CRD# 2810980
Frank A. Barbera
LOS ANGELES, California
CRD# 5940466
Goli Nmn Kamangar
LOS ANGELES, California
CRD# 2562201
John Hathaway Dyett
LOS ANGELES, California
CRD# 2582657
Stephen Michael Prough
LOS ANGELES, California
CRD# 2305366
William Benson Witte
LOS ANGELES, California
CRD# 1471180
05
Office Locations
LOS ANGELES, California
8 advisors
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Data sourced from SEC Form ADV filings. SALEM PARTNERS WEALTH MANAGEMENT, LLC (CRD# 131359) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.