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Salem Partners Wealth Management, LLC

● SEC registered since 2004CRD 131359SEC# 801-63354Los Angeles, CA
Export (members)
Reg. AUM
$1.5B
Employees
8
Accounts
220
Location
Los Angeles, CA

Salem Partners Wealth Management, LLC assets under management

Salem Partners Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Los Angeles, CA. The firm has been registered since 2004. It reports $1.5 billion in regulatory assets under management and employs 8 people.

Salem Partners Wealth Management, LLC owners & executives

13 reported
NameTitleOwnershipSince
Erik D Ridgley ControlCeo, CioUnder 5%2018
Goli Nmn Kamangar ControlCoo, CcoUnder 5%2006
John Hathaway Dyett ControlFounderUnder 5%2004
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Frequently asked questions

How much does Salem Partners Wealth Management, LLC manage?

Salem Partners Wealth Management, LLC reports $1.5 billion in regulatory assets under management on its Form ADV.

How many employees does Salem Partners Wealth Management, LLC have?

Salem Partners Wealth Management, LLC reports 8 employees.

Where is Salem Partners Wealth Management, LLC located?

Salem Partners Wealth Management, LLC is based in Los Angeles, CA and has been SEC-registered since 2004.

Does Salem Partners Wealth Management, LLC disclose fund performance?

Salem Partners Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address11111 Santa Monica Blvd, Suite 2250, Los Angeles, CA 90025
Phone310-806-4200
Fax310-806-4212
Office hours8 a.m. - 6 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Regulatory AUM

$1.5B▲ 315%
Jan '25 — $360.5MFeb '25 — $360.5MMar '25 — $413.3MApr '25 — $413.3MMay '25 — $413.3MJun '25 — $413.3MJul '25 — $413.3MAug '25 — $413.3MSep '25 — $413.3MOct '25 — $413.3MNov '25 — $413.3MDec '25 — $413.3MJan '26 — $413.3MFeb '26 — $413.3MMar '26 — $1.5BApr '26 — $1.5BMay '26 — $1.5BJun '26 — $1.5B
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 26%
Larger than 74% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers

Assets under management

$1.5Bregulatory AUM
Discretionary $1.5B