CRD: 131359
Salem Partners Wealth Management, LLC
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- Custodian
- Charles Schwab & Company ยท Citibank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-01-2004
- Office Locations
- 1
Office Locations
About Salem Partners Wealth Management, LLC
Salem Partners Wealth Management, LLC (Salem Partners) is a Los Angeles RIA serving retail and institutional clients, including entrepreneurs and athletes. The firm combines wealth preservation and financial planning (tax/estate and insurance) with portfolio construction and asset management spanning ETFs, fixed income and alternatives. A differentiator for distribution teams is its in-house investment and merchant banking capability to guide clients through complex transactions; custody includes Schwab and Citibank.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
JOHN HATHAWAY DYETT III
FOUNDER
- CRD
- #2582657
- Ownership
- Less than 5%
GOLI KAMANGAR
Chief Compliance Officer, Chief Operating Officer
- CRD
- #2562201
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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Aleksandr Keyfes
Portfolio Manager, Vice President
- CRD
- #7014863
Showing 1 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,497,133,263 | $6,805,151 |
| Non-Discretionary | $0 | -- |
| Total | $1,497,133,263 | $6,805,151 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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