S
Salehi Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$15,311,591
Total clients
51
20% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
51
Average 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:
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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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