9AT: SALEM PARTNERS WEALTH MANAGEMENT, LLC

Adviser Profile

As of Date	03/31/2026
Registration	SEC, Approved, 07/23/2004
ADV Location	LOS ANGELES, CA, United States
Contact Info	310 xxxxxxx
Websites

AUM^*	1,497,133,263 315%
of that, discretionary	1,497,133,263 315%
Number of Employees	8
of those in investment advisory functions	3
Private Fund GAV^*	0
Avg Account Size	6,805,151 257%
% High Net Worth	93.88% -1%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals
- Other

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser EJL ASSET MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM36.2m	#Funds-
Adviser FORTHRIGHT FAMILY WEALTH ADVISORY LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM191.2m	#Funds-
Adviser FLEISHER, MARTIN	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM180.1m	#Funds-
Adviser BANYAN TREE ASSET MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.0b	#Funds1
Adviser FIDELIS CAPITAL	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM2.3b	#Funds-
Adviser THE CONNEMARA GROUP, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM236.2m	#Funds-
Adviser SIVIA CAPITAL PARTNERS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund192.9k	Total Private Fund GAV192.9k	AUM1.2b	#Funds1
Adviser HEDGES ASSET MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM178.0m	#Funds-
Adviser RIVERBEND CAPITAL ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.1b	#Funds-
Adviser HUNTINGTON MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM244.6m	#Funds-

Brochure Summary

Overview

Salem Partners Wealth Management, LLC (“SPWM” or the “Advisor”), provides investment supervisory services which are defined as the giving of continuous advice to a Client or making investments for a Client based on the individual needs of the Client (each a “Client”, collectively “Clients”, or “Client Account”, collectively “Client Accounts”). SPWM was formed in 2004 and is owned by Salem Partners Holdings, LLC. Client Accounts are managed separately and only in accordance with their own objectives. Clients are taken through a discovery process at the inception of the relationship allowing SPWM to gather information as to their investment experience and objectives, liquidity requirements, tax situation, restrictions on investing in certain securities or types of securities and risk tolerance, as well as for other general financial information. At the completion of the discovery process, SPWM develops an Investment Policy Statement

for each client relationship and manages their investment portfolio based on the IPS. Investment Portfolios are created using a variety of assets and asset classes including common stocks, bonds, exchange-traded funds and mutual funds. Some portfolios will also include “Alternative Investments” such as hedge funds, hedge funds of funds, private equity, venture capital, real estate or similar investments. Allocations to the various asset classes remain consistent with the objectives set forth in the client’s IPS. Once a portfolio has been implemented, SPWM will continuously monitor the assets within the portfolio as well as the asset allocation to ensure that the portfolio remains consistent with its objectives as stated in the IPS. Formal rebalancing occurs annually or more frequently as needed. As of December 31, 2023, SPWM advises $360,461,962 in client assets on a Discretionary basis and zero client assets on a Non-Discretionary basis.

SALEM PARTNERS WEALTH MANAGEMENT, LLC

SALEM PARTNERS WEALTH MANAGEMENT, LLC

SALEM PARTNERS ADVISORS LLC DBA SALEM PARTNERS WEALTH MANAGEMENT

SALEM PARTNERS ADVISORS, LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

Need help?

Send a question to 9AT support.

SALEM PARTNERS WEALTH MANAGEMENT, LLC SALEM PARTNERS WEALTH MANAGEMENT, LLC SALEM PARTNERS ADVISORS LLC DBA SALEM PARTNERS WEALTH MANAGEMENT SALEM PARTNERS ADVISORS, LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

SALEM PARTNERS WEALTH MANAGEMENT, LLC

SALEM PARTNERS WEALTH MANAGEMENT, LLC

SALEM PARTNERS ADVISORS LLC DBA SALEM PARTNERS WEALTH MANAGEMENT

SALEM PARTNERS ADVISORS, LLC