VerifiedFinancial Services· Founded 2022

Slk Private Wealth

SLK Private Wealth is a uniquely positioned independent financial advisory firm dedicated to partnering with successful people to build a sound path forward for their financial future. Led by Glen Strauss, Jonathan Lewis, and EJ Kahn, our team of wealth managers has nearly 150 years of collective experience, plus the in-depth training, needed to construct a personalized plan and portfolio that will totally reflect your specific situation. It is rare for an independent wealth management firm to offer the advantage of team members whose advanced accreditations include investment management and analytics, alternative investing, investor relations, accounting, and law – and can deliver this expertise with highly attentive service. Our goal is to provide you with a financial strategy that will allow you to enjoy more of what is most important in your life. We invite you to visit our new website to learn more about our firm and team. Reach out via LinkedIn or on our website to schedule an appointment to discuss how we can help you manage all of your financial affairs.

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HeadquartersSanta Monica, United StatesEmployees10(11 to 50)Founded year2022Websiteslkprivatewealth.comLinkedIn profileLinkedIn

Verified contacts

13

available on Kipplo

LinkedIn employees

10

11 to 50 range

Open roles

no listings

Distinct roles

11

indexed titles

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0

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Monthly traffic

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Top roles at Slk Private Wealth

11 distinct titles indexed · top 10 shown.

  • 2client associate
  • 1chief compliance officer & director of operations
  • 1chief investment officer, managing partner
  • 1client administrator
  • 1client services associate
  • 1executive assistant
  • 1founder, managing partner- slk private wealth
  • 1investment operations & research analyst
  • 1managing director
  • 1partner- portfolio manager, slk private wealth
  • +1more titles

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