Advisor at Salehi Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Salehi Wealth Management, LLC
Location
Dearborn, MI
Credentials
Series 65
Industry experience
2 years
David Salehi is the principal advisor at Salehi Wealth Management, LLC in Dearborn, MI. He holds a Series 65 designation and has two years of industry experience, including prior roles at Blue Chip Partners, LLC. Salehi is a recent University of Michigan graduate. Salehi Wealth Management provides fee-only investment management and financial planning to individuals and high-net-worth clients, combining passive and active funds with individual securities. The firm incorporates alternative investments and applies multiple analytical approaches while offering portfolio supervision and written financial plans as part of its service.
Based on Salehi Wealth Management, LLC
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
Dearborn, MI
Michigan
Salehi Wealth Management, LLC
2024 - Present (2 years)
Blue Chip Partners, LLC
2024 - 2024 (1 year)
Blue Chip Partners, LLC
2023 - 2023 (1 year)
University of Michigan
2021 - 2025 (4 years)
Tri-C Club Supply
2021 - 2021 (1 year)
Divine Child High School
2017 - 2021 (4 years)
Divine Child Elementary School
2014 - 2017 (3 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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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.
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