Salem Partners Advisors Llc Dba Salem Partners Wealth Management

Salem Partners Advisors Llc Dba Salem Partners Wealth Management (CRD# 131359) is a financial advisory firm headquartered in Los Angeles, CA. They manage $371,434,186 in 197 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    371
    MILLION
  • Total Number of Accounts
    197
    ACCOUNTS
  • Average Account Value
    $1,885,453
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, MA, NY, TX

Financial Advisors at Salem Partners Advisors Llc Dba Salem Partners Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Frank A. Barbera
CRD#: 5940466
11111 Santa Monica Blvd, Suite 2250, Los Angeles, CA 90025
93
Wealthminder
score

Frank Barbera (CRD# 5940466) is an Investment Advisor Representative working at Salem Partners Advisors Llc Dba Salem Partners Wealth Management in Los Angeles, CA and has over 5 years of experience in the finance industry.

2
Goli Kamangar
CRD#: 2562201
11111 Santa Monica Blvd, Suite 2250, Los Angeles, CA 90025
93
Wealthminder
score

Goli Kamangar (CRD# 2562201) is an Investment Advisor Representative working at Salem Partners Advisors Llc Dba Salem Partners Wealth Management in Los Angeles, CA and has over 19 years of experience in the finance industry.

3
William B. Witte
CRD#: 1471180
11111 Santa Monica Blvd, Suite 2250, Los Angeles, CA 90025
89
Wealthminder
score

William Witte (CRD# 1471180) is an Investment Advisor Representative working at Salem Partners Advisors Llc Dba Salem Partners Wealth Management in Los Angeles, CA and has over 2 years of experience in the finance industry.

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