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WW

William B. Witte

SALEM PARTNERS WEALTH MANAGEMENT
Los Angeles, CA 90025
Some features on this profile are disabled
CRD#: 1471180
WW

Professional summary

William Benson Witte, who also goes by Bill Witte, is a registered financial advisor currently at SALEM PARTNERS WEALTH MANAGEMENT, LLC located in Los Angeles, California and SALEM PARTNERS LLC located in Los Angeles, California.

William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. William has worked at 6 firms and has passed the Series 63, SIE, Series 79 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Bill Witte

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. SALEM PARTNERS WEALTH MANAGEMENT - INVESTMENT-RELATED - 11111 SANTA MONICA BLVD. SUITE 2250 LOS ANGELES, CA 90025 - PRESIDENT - 5.21.12 - 90% OF TIME - PROSPECTING AND THE SERVICING OF EXISTING CLIENTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Benson Witte's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 30, 2014 - Present

SALEM PARTNERS WEALTH MANAGEMENT, LLC

Office #1: 11111 Santa Monica Blvd Suite 2250, Los Angeles, CA 90025
RIA
CRD#: 131359
Los Angeles, CA
Current

March 31, 2017 - Present

SALEM PARTNERS LLC

Office #1: 11111 Santa Monica Boulevard Suite 2250, Los Angeles, CA 90025
BD
CRD#: 43363
Los Angeles, CA
Past

January 30, 2014 - December 31, 2024

SALEM PARTNERS WEALTH MANAGEMENT, LLC

RIA
CRD#: 131359
LOS ANGELES, CA
Past

January 11, 2007 - January 22, 2014

MOSEMAN & ASSOCIATES

RIA
CRD#: 112508
LOS ANGELES, CA
Past

February 6, 2001 - December 31, 2006

MOSEMAN & ASSOCIATES

RIA
CRD#: 112508
LONG BEACH, CA
Past

June 14, 1989 - July 16, 1991

DB ALEX. BROWN LLC

BD
CRD#: 17790
Past

July 9, 1987 - May 22, 1989

LEHMAN BROTHERS INC.

BD
CRD#: 7506
Past

March 19, 1986 - September 12, 1986

INTERFIRST CAPITAL CORPORATION

BD
CRD#: 7659

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SP
SALEM PARTNERS WEALTH MANAGEMENT, LLC
SALEM PARTNERS ADVISORS LLC DBA SALEM PARTNERS WEALTH MANAGEMENT | SALEM PARTNERS WEALTH MANAGEMENT, LLC | SALEM PARTNERS ADVISORS, LLC

CRD#: 131359 / SEC#: 801-63354

RIA
Registered Investment Advisory firm - (7/23/2004 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR
California
(1/30/2014)
RR
California
(7/10/2017)
RR
Hawaii
(1/9/2023)
IAR
Texas
(1/17/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 7/7/2017
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 79
Date: 7/17/2014
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 7
Date: 3/15/1986
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

SP
SALEM PARTNERS WEALTH MANAGEMENT, LLC
SALEM PARTNERS ADVISORS LLC DBA SALEM PARTNERS WEALTH MANAGEMENT | SALEM PARTNERS WEALTH MANAGEMENT, LLC | SALEM PARTNERS ADVISORS, LLC

CRD#: 131359 / SEC#: 801-63354

RIA
Registered Investment Advisory firm - (7/23/2004 Approved)
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Contact information

Main Address
11111 Santa Monica Blvd Suite 2250, Los Angeles, CA 90025
Mailing Address
Phone number
(310) 806-4200
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (3 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SALEM PARTNERS WEALTH MANAGEMENT, LLC (3/31/2025)

Regulatory assets under management

Total Number of Accounts208
AUM (Assets Under Management)$ 413,344,561

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

SALEM PARTNERS WEALTH MANAGEMENT, LLC

CRD#: 131359Los Angeles, CA 90025

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