R
$41.3M Total AUM
$40.6M Disc. AUM
-- 3Y CAGR
1 Employees
22 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Guggenheim
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-13-2015
- Office Locations
- 1
Office Locations
-- Northbrook IL
About RB Salzman Wealth Management, LLC
RB Salzman Wealth Management, LLC is a Northbrook-based RIA. The firm has been operating for 11 years. Managing $41.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Guggenheim.
Team overview
61 AVG AGE
$41.3M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
11.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Investment Vehicles
Available
Services
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Owner & Executives
R
ROBERT RAY SALZMAN
Owner, President
- CRD
- #1659389
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,627,190 | -- |
| Non-Discretionary | $632,155 | -- |
| Total | $41,259,345 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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