Salem Partners Wealth Management, Llc
- Regulatory AUM
- $1.5B
- Discretionary
- $1.5B
- Clients
- 49
- Avg AUM / client
- $30.6M
- Accounts
- 220
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 46 | $1.5B | 100.0% |
| Other | 3 | $215K | 0.01% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Dyett, John, Hathaway | Founder | Apr 2004 (22y) | Less than 5% | |
| Prough, Stephen, Michael | Founder | Apr 2004 (22y) | Less than 5% | |
| Goli Kamangar | Coo, Cco | Oct 2006 (20y) | Less than 5% | |
| Houlihan, Brendan, Devon | Class B Member | Apr 2008 (18y) | GP / trustee / elected manager of Salem Partners Holdings, Llc (indirect) | |
| William Benson Witte | President | May 2012 (14y) | Less than 5% | |
| Smith, Caleb, Eugene | Class C Member | Feb 2016 (11y) | GP / trustee / elected manager of Salem Partners Holdings, Llc (indirect) | |
| Erik D Ridgley | Ceo, Cio | CFA | Feb 2018 (9y) | Less than 5% |
| Aleksandr Keyfes | Registered representative | Jan 2024 (3y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Salem Partners Holdings, Llc | Member | Apr 2008 | A | 75% or more |
| The Berti Prough Trust | Class A Member | Apr 2008 | B | ≈ 18.75% – 50% via Salem Partners Holdings, Llc |
| The Dyett Family Trust | Class A Member | Apr 2008 | B | ≈ 18.75% – 50% via Salem Partners Holdings, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- The Berti Prough Trust: 25% – 50% of Salem Partners Holdings, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- The Dyett Family Trust: 25% – 50% of Salem Partners Holdings, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.03 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $67.3M (4% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗