SALEM PARTNERS WEALTH MANAGEMENT, LLC
CRD #131359 SEC #801-63354 LOS ANGELES, CA 310-806-4200
SEC Registered
Total AUM
$413.3M
Discretionary
$413.3M
Employees
8
Clients
26
Accounts
208
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $413.3M | $413.3M | $0 | 8 | 45 |
| May 2025 | $413.3M | $413.3M | $0 | 8 | 45 |
| Mar 2025 | $413.3M | $413.3M | $0 | 8 | 45 |
| Jan 2025 | $360.5M | $360.5M | $0 | 8 | 0 |
| May 2024 | $360.5M | $360.5M | $0 | 8 | 0 |
| Mar 2024 | $360.5M | $360.5M | $0 | 8 | 0 |
| May 2023 | $330.9M | $330.9M | $0 | 8 | 0 |
| Mar 2023 | $330.9M | $330.9M | $0 | 8 | 0 |
| Mar 2022 | $333.8M | $333.8M | $0 | 7 | 0 |
| Mar 2021 | $282.3M | $282.3M | $0 | 7 | 0 |
| Apr 2020 | $294.5M | $294.5M | $0 | 7 | 0 |
| Mar 2019 | $275.8M | $275.8M | $0 | 8 | 0 |
| Mar 2018 | $254.8M | $254.8M | $0 | 8 | 0 |
| Mar 2017 | $311.6M | $311.6M | $0 | 8 | 26 |
| Jun 2016 | $371.4M | $371.4M | $0 | 8 | 26 |
| Mar 2016 | $371.4M | $371.4M | $0 | 8 | 26 |
| Mar 2015 | $312M | $312M | $0 | 7 | 26 |
| Jan 2015 | $285.5M | $285.5M | $0 | 7 | 26 |
| Mar 2014 | $285.5M | $285.5M | $0 | 7 | 26 |
| Jun 2013 | $268.3M | $268.3M | $0 | 8 | 26 |
| Apr 2013 | $268.3M | $268.3M | $0 | 8 | 26 |
| Mar 2013 | $268.3M | $268.3M | $0 | 8 | 26 |
| Nov 2012 | $213.1M | $213.1M | $0 | 6 | 26 |
| May 2012 | $213.1M | $213.1M | $0 | 6 | 26 |
| Mar 2012 | $213.1M | $213.1M | $0 | 6 | 26 |
| Mar 2010 | $138.2M | $138.2M | $0 | 10 | -- |
| Mar 2009 | $112.1M | $112.1M | $0 | 10 | -- |
| Mar 2008 | $78.1M | $78.1M | $0 | 10 | -- |
| Mar 2007 | $61M | $61M | $0 | 5 | -- |
| Dec 2006 | $76M | $76M | $0 | 5 | -- |
| Jul 2004 | $0 | $0 | $0 | 5 | -- |
DateAug 2025
Total AUM$413.3M
Discretionary$413.3M
Non-Disc.$0
Employees8
Clients45
DateMay 2025
Total AUM$413.3M
Discretionary$413.3M
Non-Disc.$0
Employees8
Clients45
DateMar 2025
Total AUM$413.3M
Discretionary$413.3M
Non-Disc.$0
Employees8
Clients45
DateJan 2025
Total AUM$360.5M
Discretionary$360.5M
Non-Disc.$0
Employees8
Clients0
DateMay 2024
Total AUM$360.5M
Discretionary$360.5M
Non-Disc.$0
Employees8
Clients0
DateMar 2024
Total AUM$360.5M
Discretionary$360.5M
Non-Disc.$0
Employees8
Clients0
DateMay 2023
Total AUM$330.9M
Discretionary$330.9M
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$330.9M
Discretionary$330.9M
Non-Disc.$0
Employees8
Clients0
DateMar 2022
Total AUM$333.8M
Discretionary$333.8M
Non-Disc.$0
Employees7
Clients0
DateMar 2021
Total AUM$282.3M
Discretionary$282.3M
Non-Disc.$0
Employees7
Clients0
DateApr 2020
Total AUM$294.5M
Discretionary$294.5M
Non-Disc.$0
Employees7
Clients0
DateMar 2019
Total AUM$275.8M
Discretionary$275.8M
Non-Disc.$0
Employees8
Clients0
DateMar 2018
Total AUM$254.8M
Discretionary$254.8M
Non-Disc.$0
Employees8
Clients0
DateMar 2017
Total AUM$311.6M
Discretionary$311.6M
Non-Disc.$0
Employees8
Clients26
DateJun 2016
Total AUM$371.4M
Discretionary$371.4M
Non-Disc.$0
Employees8
Clients26
DateMar 2016
Total AUM$371.4M
Discretionary$371.4M
Non-Disc.$0
Employees8
Clients26
DateMar 2015
Total AUM$312M
Discretionary$312M
Non-Disc.$0
Employees7
Clients26
DateJan 2015
Total AUM$285.5M
Discretionary$285.5M
Non-Disc.$0
Employees7
Clients26
DateMar 2014
Total AUM$285.5M
Discretionary$285.5M
Non-Disc.$0
Employees7
Clients26
DateJun 2013
Total AUM$268.3M
Discretionary$268.3M
Non-Disc.$0
Employees8
Clients26
DateApr 2013
Total AUM$268.3M
Discretionary$268.3M
Non-Disc.$0
Employees8
Clients26
DateMar 2013
Total AUM$268.3M
Discretionary$268.3M
Non-Disc.$0
Employees8
Clients26
DateNov 2012
Total AUM$213.1M
Discretionary$213.1M
Non-Disc.$0
Employees6
Clients26
DateMay 2012
Total AUM$213.1M
Discretionary$213.1M
Non-Disc.$0
Employees6
Clients26
DateMar 2012
Total AUM$213.1M
Discretionary$213.1M
Non-Disc.$0
Employees6
Clients26
DateMar 2010
Total AUM$138.2M
Discretionary$138.2M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$112.1M
Discretionary$112.1M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$78.1M
Discretionary$78.1M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$61M
Discretionary$61M
Non-Disc.$0
Employees5
Clients--
DateDec 2006
Total AUM$76M
Discretionary$76M
Non-Disc.$0
Employees5
Clients--
DateJul 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--