A complete list of active advisors currently associated with Salehi Wealth Management, LLC
Warmer can help you find a great advisor at Salehi Wealth Management, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Salehi Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Dearborn, MI
| 2
|
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