Advisors at this firm
Erik R
CFA®, Series 66
Los Angeles, CA
Salem Partners Wealth Management, LLC
Erik Ridgley is a CFA® charterholder and holds a Series 66 license with 20 years of industry experience. He has been with Salem Partners Wealth Management, LLC since 2018 and previously worked at Citigroup Global Markets Inc. for 11 years. Salem Partners Wealth Management provides discretionary investment supervisory and portfolio management services to high-net-worth individuals, families, trusts, and other entities. The firm manages approximately $413 million, focusing on sizable accounts with customized, diversified portfolios and a disciplined investment process that includes fundamental valuation and risk monitoring.
Aleksandr K
Series 65
Los Angeles, CA
Salem Partners Wealth Management, LLC
Aleksandr Keyfes is a financial advisor at Salem Partners Wealth Management, LLC with seven years of industry experience. He holds a Series 65 designation and has been with Salem Partners since 2010. Salem Partners Wealth Management provides discretionary investment supervisory and portfolio management services primarily to high-net-worth individuals, families, trusts, and other entities. The firm manages approximately $413 million and focuses on sizable accounts, typically with a minimum of $10 million, offering customized portfolios that include a range of traditional and alternative investments.
Goli K
Series 63, Series 65
Los Angeles, CA
Salem Partners Wealth Management, LLC
Goli Kamangar is a financial advisor at Salem Partners Wealth Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Salem Partners since 2006. In addition to his advisory role, Kamangar serves as an officer and director of oOR Licensing Receivables, Inc., a factoring receivables business. Salem Partners Wealth Management provides discretionary investment supervisory and portfolio management services primarily to high-net-worth individuals, families, trusts, and other entities. The firm manages approximately $413 million, focusing on sizable accounts and offering customized, diversified portfolios that include traditional and alternative investments.
William W
Series 63
Los Angeles, CA
Salem Partners Wealth Management, LLC
William Witte is a financial advisor with Salem Partners Wealth Management, LLC in Los Angeles, CA, holding a Series 63 designation and bringing 29 years of industry experience. He has been with Salem Partners and its wealth management division since 2012. Salem Partners Wealth Management provides discretionary portfolio management services primarily to high-net-worth individuals, families, trusts, and other entities, managing approximately $413 million. The firm focuses on sizable accounts, typically with a minimum of $10 million, and implements customized, diversified investment strategies that include equities, fixed income, alternative investments, and private placements.