S
$15.3M Total AUM
$15.3M Disc. AUM
-- 3Y CAGR
1 Employees
53 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-13-2024
- Office Locations
- 1
Office Locations
-- Dearborn MI
About Salehi Wealth Management, LLC
Salehi Wealth Management, LLC is a Dearborn-based RIA. The firm has been operating for 1 years. Managing $15.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
-- AVG AGE
$15.3M AVG AUM / ADVISOR
$288.9K AVG AUM / CLIENT
1.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
David Alexander Salehi
Advisor, Chief Compliance Officer
- CRD
- #7829659
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,311,591 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,311,591 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Municipal Bonds:
Available Corporate - Investment Grade:
Available Equity - OTC:
Available Cash:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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