SALEM PARTNERS WEALTH MANAGEMENT, LLC

Overview

Salem Partners Wealth Management, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2004. The firm serves individual and family clients (including small business owner relationships) and charges fees based on a percentage of assets under management. Its stated advisory activities are financial planning and portfolio management for individuals and small businesses. Salem Partners identifies itself as a capital allocator and maintains a broker‑dealer affiliation. The firm does not describe itself as an active ESG investor and is not listed as a multistate adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices