SALEM PARTNERS WEALTH MANAGEMENT, LLC
SEC RegisteredAn Independent Los Angeles-Based Boutique Investment Bank and Wealth Management Firm
About the firm
Salem Partners is an independent Los Angeles-based boutique investment bank and wealth management firm that delivers tailored financial solutions across its investment banking and wealth management divisions. Founded in 1997, the firm aligns its success with clients' goals by prioritizing trust, integrity, and long-term growth.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment and merchant banking services including M&A advisory, capital raising, valuation services, and industry-specific advisory across media/entertainment/technology, healthcare and life sciences, real estate, industrials, and specialty and lender finance; wealth management services including comprehensive financial planning, fiduciary investment management, risk management, tax-optimizing strategies, trust and estate planning, family foundations, private placement life insurance, and advising on private business transactions.
Who they serve
A select group of entrepreneurial clients seeking a high level of expertise and utmost integrity, served through a multi-family investment office model.
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 46 | $1.5B |
49 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $10,000,000 | 1.00% |
| Next $20,000,000 | 0.90% |
| Next $20,000,000 | 0.75% |
| Amount over $50,000,000 | 0.50% |
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SALEM PARTNERS WEALTH MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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