RIA Intel›Advisers›Michigan›SALEHI WEALTH MANAGEMENT, LLC

SALEHI WEALTH MANAGEMENT, LLC

Advisory

MI

Data as of Feb 5, 2026 · Source: SEC Form ADV

Average account

$300K

across 51 accounts

AUM per adviser

$15M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 5, 2026.

Total AUM

$15M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$15M

Discretionary AUM$15M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients51

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

51 clients

10 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MI

Closest by assets under management. All figures from Form ADV.

BRAEBURN CAPITAL PARTNERS, LLC

BLOOMFIELD HILLS, MI

$15M

MURPHY, ROBERT JOSEPH

$15M

AG WEALTH MANAGEMENT, PLLC

$15M

WEALTH MANAGEMENT PARTNERS OF MICHIGAN, LLC

$16M

IMPERIUM INVESTMENT ADVISORS, LLC

$16M

VETERINARY FINANCIAL GROUP LLC

$15M

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