RB SALZMAN WEALTH MANAGEMENT, LLC

RB SALZMAN WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 174941). Regulatory assets under management: $41.3M.

Registration

• CRD: 174941
• Type: Registered investment adviser
• Phone: 312-520-4799
• Latest filing: 2026-05-26
• Regulatory AUM: $41.3M
• Discretionary AUM: $40.6M
• Non-discretionary AUM: $632K
• Clients: 1
• Accounts: 80

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 174941 on SEC IAPD (source of record)
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