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SALEM PARTNERS WEALTH MANAGEMENT, LLC
CRD 131359File 801-63354
APPROVED
Retail clients
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.50B
Above cohort median (national)
Discretionary AUM
$1.50B
Clients
46
220 accounts
Employees
8
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jul 23, 2004
- Principal office
- 11111 SANTA MONICA BLVD, SUITE 2250, LOS ANGELES, CA, 90025
- Phone
- 310-806-4200
- Website
- HTTP://WWW.SALEMPARTNERS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.50B
- Discretionary AUM
- $1.50B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 220
- Non-discretionary accounts
- 0
- Total accounts
- 220
- AUM per client
- $32.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 46 | $1.50B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 49 | 46 | decreased by3 |
| Apr 1, 2026 | Clients | 45 | 49 | increased by4 |
| Apr 1, 2026 | AUM | $413,344,561 | $1,497,133,263 | increased by$1,083,788,702 |
| Apr 1, 2026 | Accounts | 208 | 220 | increased by12 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 7 | 8 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 46 | 45 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $333,794,481 | $413,344,561 | increased by$79,550,080 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 185 | 208 | increased by23 |
| Apr 1, 2022 | Clients | 32 | 46 | increased by14 |
| Apr 1, 2022 | AUM | $282,326,472 | $333,794,481 | increased by$51,468,009 |
| Apr 1, 2022 | Accounts | 139 | 185 | increased by46 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SALEM PARTNERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SALEM PARTNERS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.