Salehi Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Salehi Wealth Management provides fee‑only investment management and financial planning to individuals and high‑net‑worth clients, delivering ongoing portfolio supervision and written financial plans. Financial planning is offered at no additional charge as part of the wealth management service and clients may opt out of the planning portion.
The firm constructs asset‑allocation portfolios using a combination of passive and active funds and individual securities, applying fundamental, technical, charting, cyclical analyses and Modern Portfolio Theory while favoring long‑term holdings with opportunistic short‑term trades. It recently added alternative investments to its strategy set and may manage held‑away accounts under limited trading authority, aggregating those assets into its advisory fee calculation.
Founded in 2024 and led by a principal who is a recent University of Michigan graduate (2025), the firm’s leadership and firm age distinguish its profile from more established peers. For a practice managing roughly $15.3 million across about 51 clients, it is notable that it offers access to alternative investments, includes held‑away assets in AUM aggregation, and does not impose a stated account minimum.
Client services
Expertise
Fee options
Financial planning services provided at no additional fee when combined with wealth management
$0 - $250,000: 1.15% $250,001 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001 - $3,000,000: 0.75% $3,000,001+: 0.65%
Fee-only: Fee-only firm; the only compensation is from clients for services
Main office
Dearborn MI
Advisors at this office
1
Most active in
Michigan
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")