S
Salehi Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$15,311,591
Clients
51
20% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
51
HighAverage account size
$300,227
About
Salehi Wealth Management provides fee‑only investment management and financial planning to individuals and high‑net‑worth clients, delivering ongoing portfolio supervision and written financial plans. Financial planning is offered at no additional charge as part of the wealth management service and clients may opt out of the planning portion.
The firm constructs asset‑allocation portfolios using a combination of passive and active funds and individual securities, applying fundamental, technical, charting, cyclical analyses and Modern Portfolio Theory while favoring long‑term holdings with opportunistic short‑term trades. It recently added alternative investments to its strategy set and may manage held‑away accounts under limited trading authority, aggregating those assets into its advisory fee calculation.
Founded in 2024 and led by a principal who is a recent University of Michigan graduate (2025), the firm’s leadership and firm age distinguish its profile from more established peers. For a practice managing roughly $15.3 million across about 51 clients, it is notable that it offers access to alternative investments, includes held‑away assets in AUM aggregation, and does not impose a stated account minimum.
Client services
Financial planning
Portfolio management
Expertise
Private / alternative investments
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Retirement income strategy
General estate planning guidance
Fee options
Financial planning services provided at no additional fee when combined with wealth management
$0 - $250,000: 1.15% $250,001 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001 - $3,000,000: 0.75% $3,000,001+: 0.65%
Fee-only: Fee-only firm; the only compensation is from clients for services
Main office location
Salehi Wealth Management, LLC
Dearborn MI, United States
Number of offices
1
Most active in
Salehi Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Michigan
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")