Salehi Wealth Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 332392
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI70.71%
- Individuals29.29%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Salehi Wealth Management, LLC is an independent registered investment adviser organized as an LLC and owned by an individual principal. The firm serves individual and family clients and provides portfolio management for individuals and small businesses, alongside comprehensive financial planning. Its fee arrangements combine an asset‑based percentage and fixed fees. The adviser does not position itself as a capital allocator, is not flagged as an active ESG investor, and is not identified as a multi‑state or pension consulting practice.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities54%
- Public Funds/Mutual Funds27%
- State & Local Bonds13%
- Non-Exchange Traded Equities2%
- Investment Grade Corp Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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