A complete list of active advisors currently associated with Salem Partners Wealth Management, LLC

Warmer can help you find a great advisor at Salem Partners Wealth Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Salem Partners 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.