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AK

Aleksandr Keyfes

SALEM PARTNERS WEALTH MANAGEMENT
Los Angeles, CA 90025
Some features on this profile are disabled
CRD#: 7014863
AK

Professional summary

Aleksandr Keyfes is a registered financial advisor currently at SALEM PARTNERS WEALTH MANAGEMENT, LLC located in Los Angeles, California.

Aleksandr is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Aleksandr has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aleksandr Keyfes'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 8, 2019 - Present

SALEM PARTNERS WEALTH MANAGEMENT, LLC

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

January 8, 2019 - December 31, 2024

SALEM PARTNERS WEALTH MANAGEMENT, LLC

RIA
CRD#: 131359
LOS ANGELES, CA

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.

Highlighted states indicate IAR registrations

IAR
California
(1/8/2019)
IAR
New York
(5/28/2025)
IAR
Texas
(1/25/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/8/2019
Uniform Investment Adviser Law Examination

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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