SLALOM WEALTH MANAGEMENT, LLC

Overview

Slalom Wealth Management, LLC is an independent, individual-owned RIA that serves primarily individual and family clients. The firm operates as a capital allocator, favoring liquid, exchange-listed equity exposures as the core of its portfolios while supplementing those holdings with mutual funds and third-party real estate allocations. Services emphasize financial planning and portfolio management for individuals and small businesses, along with selection of other advisers, pension consulting support and educational workshops. Fee arrangements are flexible—percentage of AUM plus hourly and fixed-fee engagements—allowing for both ongoing discretionary portfolio relationships and planning or project work. Investment posture is equity‑centric: the ADV shows a clear preference for equities and a heavy use of exchange‑traded instruments. Slalom is not identified as an active ESG investor. As an independent advisor custodied at Charles Schwab & Co., Inc., the firm manages relatively concentrated assets and appears to use separately managed account structures for its equity sleeves.

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Location & Offices