Salem Partners Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,496,918,465
Clients
46
Advisors
4
of 8 employees
About
Salem Partners Wealth Management provides discretionary investment advisory and financial planning services primarily to high‑net‑worth individuals, families, trusts and institutional clients, generally requiring a $10 million account minimum (subject to waiver). The firm charges asset‑based fees and manages over $1.5 billion across a relatively small client base rather than serving a large population of smaller, non‑HNW individual clients.
Investment programs are built around a client‑specific Investment Policy Statement and implemented across equities, fixed income, ETFs, mutual funds and alternative investments, with formal rebalancing at least annually and weekly Investment Committee oversight. The firm applies fundamental valuation metrics and macro indicators in security selection and typically custodians and executes trades through Schwab Institutional.
The brochure discloses an affiliation with a FINRA‑registered broker‑dealer and notes several principals serve as registered representatives who are estimated to spend roughly 50–75% of their time in that capacity; as a result, the firm may recommend private placements offered by the affiliate only to clients who opt in and approve such investments on a non‑discretionary basis. Salem Partners also accepts and manages atypical, less‑liquid assets — including private‑company interests, private equity/venture investments, real estate and entertainment royalty/copyright streams — and describes internal suitability and disclosure procedures to address related conflicts.
Client services
Expertise
Fee options
$0 - $10,000,000: 1.00% $10,000,001 - $30,000,000: 0.90% $30,000,001 - $50,000,000: 0.75% $50,000,001+: 0.50%
Account minimum: $10,000,000
Main office
11111 Santa Monica Blvd, Suite 2250
Los Angeles CA 90025
Advisors at this office
4
Most active in
California · Massachusetts · New York · Texas
Also doing business as
Salem Partners Advisors LLC Dba Salem Partners Wealth Management · Salem Partners Advisors, LLC · Salem Partners Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Erik R
CFA®, Series 66
Los Angeles, CA
Salem Partners Wealth Management, LLC
Erik Ridgley is a CFA® charterholder and holds a Series 66 license with 20 years of industry experience. He has been with Salem Partners Wealth Management, LLC since 2018 and previously worked at Citigroup Global Markets Inc. for 11 years. Salem Partners Wealth Management provides discretionary investment supervisory and portfolio management services to high-net-worth individuals, families, trusts, and other entities. The firm manages approximately $413 million, focusing on sizable accounts with customized, diversified portfolios and a disciplined investment process that includes fundamental valuation and risk monitoring.
Aleksandr K
Series 65
Los Angeles, CA
Salem Partners Wealth Management, LLC
Aleksandr Keyfes is a financial advisor at Salem Partners Wealth Management, LLC with seven years of industry experience. He holds a Series 65 designation and has been with Salem Partners since 2010. Salem Partners Wealth Management provides discretionary investment supervisory and portfolio management services primarily to high-net-worth individuals, families, trusts, and other entities. The firm manages approximately $413 million and focuses on sizable accounts, typically with a minimum of $10 million, offering customized portfolios that include a range of traditional and alternative investments.
Goli K
Series 63, Series 65
Los Angeles, CA
Salem Partners Wealth Management, LLC
Goli Kamangar is a financial advisor at Salem Partners Wealth Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Salem Partners since 2006. In addition to his advisory role, Kamangar serves as an officer and director of oOR Licensing Receivables, Inc., a factoring receivables business. Salem Partners Wealth Management provides discretionary investment supervisory and portfolio management services primarily to high-net-worth individuals, families, trusts, and other entities. The firm manages approximately $413 million, focusing on sizable accounts and offering customized, diversified portfolios that include traditional and alternative investments.
William W
Series 63
Los Angeles, CA
Salem Partners Wealth Management, LLC
William Witte is a financial advisor at Salem Partners Wealth Management, LLC with 30 years of industry experience. He has been with Salem Partners since 2012 and holds the Series 63 designation. Salem Partners Wealth Management provides discretionary investment advisory and financial planning services primarily to high-net-worth individuals, families, trusts, and institutional clients, managing over $1.5 billion across a relatively small client base. The firm builds customized investment programs grounded in client-specific Investment Policy Statements and employs fundamental valuation metrics and macro indicators in security selection.
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