Goli Kamangar
Investment adviser representative at Salem Partners Wealth Management, LLC
20 yearsExperience
2 statesRegistered in
$1.5BFirm assets
22 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- Salem Partners Wealth Management, LLCJul 2006 to now
- Salem Partners, LLCJul 2006 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Salem Partners Wealth Management, LLC
$1.5BAssets managed
49Clients
4Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2562201
- Firm CRD
- 131359