RB Salzman Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$41,259,345
Total clients
22
50% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
22
Average account size
$1,875,425
About
The firm provides wealth and investment advisory services to individual and institutional clients, managing about $41.3 million in regulatory assets across a compact roster of 22 clients. Services include customized financial and strategic planning, discretionary portfolio construction and management, periodic reporting, and monitoring of held-away accounts.
Its investment approach emphasizes goal-focused wealth analysis and strategic asset allocation, where long-term allocations are driven by client-specific risk capacity and time horizons rather than short-term market conditions. Portfolios are built and managed against custom target allocations using diversified mutual funds, ETFs, individual securities and, when appropriate, privately issued investments and options, with tax-aware management in discretionary taxable accounts.
Noteworthy for a firm of its size, the practice is a single-advisor operation that is actively reducing its client base in anticipation of the advisor’s planned retirement and is generally not accepting new clients. The advisor operates exclusively on advisory fees (no commissions), holds the CFA charter and adheres to CFA Institute standards (having voluntarily relinquished a CFP designation), and incorporates approximately $5.66 million of held-away assets into overall asset-allocation decisions.
Client services
Expertise
Fee options
$500 initial consultation fee (credited toward first advisory fee if retained)
$0 - $100,000: 1.50% $100,001 - $250,000: 1.00% $250,001 - $1,000,000: 0.50% $1,000,001 - $3,000,000: 0.40% $3,000,001 - $5,000,000: 0.2625% $5,000,001+: 0.00%
Minimum fee: $1,500 minimum annual fee Fee-only: Advisory fees based on tiered percentage of assets under management, no commissions
Main office location
RB Salzman Wealth Management, LLC
Arlington Heights IL, United States
Number of offices
1
Most active in
Illinois
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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