Salehi Wealth Management, LLC

Overview

Salehi Wealth Management, LLC is an independent, single-office registered investment adviser that focuses on fee-based financial planning and discretionary portfolio management for individual and family clients, including small business owners. The firm favors equity-centric allocations—exchange-traded equities are the largest single asset slice—and combines traditional public market exposures with access to third‑party alternative managers. Services are delivered under a mix of percentage-of-AUM and fixed-fee arrangements, and the firm operates as a boutique practice with individualized portfolios rather than a mass-market platform. Portfolios are managed on a discretionary basis and tailored to individual client circumstances. The firm’s stated advisory activities emphasize financial planning and portfolio management for individuals and small businesses, which suggests a combined wealth-planning and investment implementation approach rather than institutional-level advisory mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices