|
⚲
|
| Salem Partners Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 131359 |
| SEC # | 801-63354 |
| CIK # | |
| AUM | $1.5 B (2026-03-31) |
| Employees | 8 (38% Investors, 62% Brokers) |
| Phone | 310-806-4200 |
| Address | 11111 Santa Monica Blvd Los Angeles, CA 90025 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | SW Contego Fund LLC | 2012-03-28 | 1.1 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 41 | 1,500.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 3 | 0.2 |
| Total | 210 | 1,500.2 |
| By Discretionary | ||
| Discretionary | 210 | 1,500.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 210 | 1,500.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,500.2 | |
| Total | 210 | 1,500.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Duration Asset Management LLC
✚
|
TX | 1.6 |
|
Bourgeon Capital Management LLC
✚
|
CT | 1.1 |
|
Aston Capital Management
✚
|
FL | 0.7 |
|
Freedom Day Solutions LLC
✚
|
TX | 0.6 |
|
Friedlander & Co Inc
✚
|
WI | 0.6 |
|
Sam Advisors LLC
✚
|
CA | 0.5 |
|
WestEnd Capital Management LLC
✚
|
CA | 0.4 |
|
American Alpha Advisors LLC
✚
|
NY | 0.4 |
|
HMS Capital Management LLC
✚
|
TN | 0.3 |
|
South Shore Capital Advisors LLC
✚
|
MA | 0.3 |