Slalom Wealth Management, LLC

Overview

Slalom Wealth Management, LLC is a privately owned limited liability company operating as an independent registered investment advisor focused on individual and family clients. The firm bills using a mix of percentage-of-AUM, hourly, and fixed-fee arrangements and describes itself as a capital allocator that directs client capital to third‑party managers when appropriate. Its stated advisory activities include financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension consulting services, and educational seminars and workshops. Slalom does not position itself as an ESG-focused investor and is not identified as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices