David Salehi
Salehi Wealth Management · Dearborn, Michigan
David Salehi is a fee-only financial advisor at Salehi Wealth Management in Dearborn, Michigan. Salehi Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Salehi Wealth Management |
|---|---|
| Based in | Dearborn, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $15.3M across 51 accounts |
| SEC registration | Investment adviser representative in MI · CRD 7829659 |
| Exams passed | Series 65 (2023) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How David's firm compares
- Salehi Wealth Management's average account is about $300,000, from its Form ADV (assets managed divided by 51 accounts).
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Questions about David
Is David Salehi a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Salehi Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Salehi Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is David Salehi based?
David Salehi is based in Dearborn, Michigan.
Is David Salehi registered with the SEC?
Yes. David Salehi is registered as an investment adviser representative in MI (CRD 7829659), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Salehi Wealth Management manage?
Salehi Wealth Management reports $15.3M across 51 accounts in assets under management.
How do I contact David Salehi?
Contact details aren't on file yet. Search for Salehi Wealth Management.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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