RB Salzman Wealth Management, LLC

Overview

RB Salzman Wealth Management, LLC is a privately held advisory firm organized as an LLC that focuses on portfolio management for individual and family clients and small businesses. The firm charges fees based on a percentage of assets under management and operates under an owner-type structure described as individual. Public filings indicate the firm is not positioned as a multi-state adviser, is not an active ESG investor, and does not operate as a pension consultant or capital allocator. Advisory activity is centered on discretionary portfolio management, with a small portion of assets managed on a non-discretionary basis.

Assets & Accounts

Public Holdings

Investments & Alternatives