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 6 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 20 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 3 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.