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Slalom Wealth Management
SLALOM WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in Sacramento, CA. It manages approximately $19 million in regulatory assets.
Slalom Wealth Management
SLALOM WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in Sacramento, CA. It manages approximately $19 million in regulatory assets. The firm has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Frequently asked questions
Is Slalom Wealth Management, LLC, a registered investment advisor?
Yes, Slalom Wealth Management, LLC, is registered as an investment advisor with the US Securities and Exchange Commission (SEC) or state regulatory authority, indicating it operates under a fiduciary standard. However, no specific registration details or CRD number are publicly confirmed (per public record).
What services does Slalom Wealth Management offer?
As an RIA, Slalom Wealth Management likely provides financial planning, portfolio management, and related wealth advisory services to individuals and institutions. Specific service lines or client criteria are not publicly documented.
Who are the key principals at Slalom Wealth Management?
No key principals are identified in public records. The firm does not list its management team or advisory personnel on available sources (per public record).
What is the ownership structure of Slalom Wealth Management?
The ownership structure of Slalom Wealth Management, LLC, is not disclosed. It may be privately held by individual owners, a larger financial group, or a family office, but no confirming information exists in public records.
Does Slalom Wealth Management disclose its AUM or performance?
No, AUM, deployment numbers, and performance data are not publicly disclosed by the firm. This limits independent evaluation of its scale or track record (per public record).
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