← Tributary

SALEM PARTNERS WEALTH MANAGEMENT, LLC

LOS ANGELES, CA · CRD 131359 · IAPD ↗ · salempartners.com · 310-806-4200

$1.50BRegulatory AUM
3Advisory reps
8Employees
49Clients
26-50Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — SALEM PARTNERS WEALTH MANAGEMENT, LLC notice-filed in MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2026 — SALEM PARTNERS WEALTH MANAGEMENT, LLC crossed $1B in regulatory AUM ($413.3M -> $1.50B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
June 2025 — SALEM PARTNERS WEALTH MANAGEMENT, LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
June 2024 — SALEM PARTNERS ADVISORS LLC DBA SALEM PARTNERS WEALTH MANAGEMENT is now doing business as SALEM PARTNERS WEALTH MANAGEMENT, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
53
April 2024 — SALEM PARTNERS ADVISORS LLC DBA SALEM PARTNERS WEALTH MANAGEMENT added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.