Data / Investment advisers / California / Salem Partners Wealth Management, LLC
Salem Partners Wealth Management, LLC, Los Angeles, CA: $1.5 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Salem Partners Wealth Management, LLC is an SEC registered investment adviser with its main office in Los Angeles, California and reports $1.5 billion in regulatory assets under management in its Form ADV filed March 31, 2026. Its clients include high net worth individuals. It is paid through a percentage of assets under management.
The request: Watch Salem Partners Wealth Management, LLC (CRD number 131359): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 131359
- SEC file number
- 801-63354
- SEC status
- Approved, effective July 23, 2004
- Main office
- 11111 Santa Monica Blvd Suite 2250, Los Angeles, CA 90025
- Phone
- (310) 806-4200
- Website
- salempartners.com
- Regulatory AUM
- $1,497,133,263 in the Form ADV filed March 31, 2026
- Discretionary AUM
- $1,497,133,263
- Accounts
- 220
- Employees
- 8, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 31, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 46 | $1.50 billion |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.50 billion | March 31, 2026 |
| December 1, 2025 | $413.3 million | August 4, 2025 |
Other advisers in Los Angeles
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Regent Properties | Los Angeles | $1.77 billion | Not listed | adviserinfo.sec.gov |
| Dorchester Capital Advisors, LLC | Los Angeles | $1.65 billion | 12 | adviserinfo.sec.gov |
| Lone View Capital | Los Angeles | $1.59 billion | 8 | adviserinfo.sec.gov |
| Vercap Management LLC | Los Angeles | $1.58 billion | 2 | adviserinfo.sec.gov |
| RBC Securities, Inc. | Los Angeles | $1.52 billion | Not listed | adviserinfo.sec.gov |
| Yucaipa Master Manager, LLC | Los Angeles | $1.49 billion | 8 | adviserinfo.sec.gov |
| Brasa Capital Management | Los Angeles | $1.37 billion | 5 | adviserinfo.sec.gov |
| Gallant Capital Partners LLC | Los Angeles | $1.35 billion | 13 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Los Angeles, CA
- Investment advisers in California
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Salem Partners Wealth Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.