Investment adviser · CRD 131359

SALEM PARTNERS WEALTH MANAGEMENT, LLC

Investment adviser filing (IA)

LOS ANGELES, CA, United States · Form ADV filed Mar 31, 2026

Regulatory AUM
$1.5B
Form ADV · Item 5.F
Client accounts
220
Accounts, not individual clients
Employees
8
Reported in this filing
Advisory professionals
3
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals46$1,496,918,465100.0%
Other clientsFewer than 5$214,7980.0%
Filing source

Form ADV 2088171 · Mar 31, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

SW CONTEGO FUND, LLCHedge Fund · Last reported Mar 22, 2018$1.07MGross asset value
Fund administrator SS&C GLOBEOP EVANSVILLE, Indiana, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor WEAVER LOS ANGELES, California, United States
Custodian CHARLES SCHWAB EL PASO, Texas, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

WEAVER
PCAOB 410

Fund details & source
Fund ID
805-6877905061
Reported beneficial owners
40
Minimum commitment
$250K

Form ADV 1195198 · Mar 22, 2018 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 31, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets

Principal office

11111 SANTA MONICA BLVD, SUITE 2250
LOS ANGELES, CA, 90025, United States

CRD 131359

Filing source

Form ADV 2088171 · Mar 31, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.