SALEM PARTNERS WEALTH MANAGEMENT, LLC

11111 Santa Monica Blvd
Suite 2250
Los Angeles, California 90025
Tel: 310-806-4200

About SALEM PARTNERS WEALTH MANAGEMENT, LLC

SALEM PARTNERS WEALTH MANAGEMENT, LLC, formally registered with the SEC as SALEM PARTNERS WEALTH MANAGEMENT, LLC. The firm was established in 07/23/2004. They have over 2 offices throughout the country.

SALEM PARTNERS WEALTH MANAGEMENT, LLC is a Los Angeles, California based Financial Planning firm with nearly $360,461,962 assets under management, offering retirement planning & investment advisory services to 189 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	131359
SEC#	801-63354
Assets Managed by Firm	$360,461,962
No. of Clients	189
No. of Advisors	8

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	189	$360,461,962
High net worth individuals	37	$360,123,357

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