$19.3M Total AUM
$19.3M Disc. AUM
-- 3Y CAGR
1 Employees
25 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-02-2018
- Office Locations
- 1
Office Locations
836 57th ST, Suite 457 Sacramento CA
About Slalom Wealth Management, LLC
Slalom Wealth Management is an independent, fee-only fiduciary RIA based in Sacramento serving clients nationwide. The firm focuses on retirement planning and ongoing wealth management for retirees, small business owners, and sales professionals, using research-backed scenario analysis to guide tax-aware saving and investing decisions. Portfolios are primarily ETF-based (Schwab custody).
Team overview
-- AVG AGE
$19.3M AVG AUM / ADVISOR
$772.6K AVG AUM / CLIENT
8.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
ANTHONY MICHAEL MATHESON
Chief Compliance Officer, FOUNDER, Wealth Advisor
- CRD
- #2637205
- 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 | $19,314,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,314,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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