# Slalom Wealth Management, LLC

> Slalom Wealth Management, LLC is a state-registered investment advisory firm in Sacramento, CA, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 27, 2026.

- CRD: 292207
- Filed as: SLALOM WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Sacramento, CA
- Filing period: October 2026
- Form ADV filing dated: July 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/292207
- AdvisorCensus page: https://advisorcensus.com/firm/slalom-wealth-management-llc-sacramento-ca-292207

## Quick answers

**How is Slalom Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Slalom Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Slalom Wealth Management, LLC located?**
Slalom Wealth Management, LLC's principal office is in Sacramento, CA, according to its Form ADV.

**Is Slalom Wealth Management, LLC registered with the SEC or a state?**
Slalom Wealth Management, LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 292207.

**How much does Slalom Wealth Management, LLC manage?**
Slalom Wealth Management, LLC reports $19,314,000 in regulatory assets under management in its Form ADV filing dated July 27, 2026 (100% discretionary).

**What types of clients does Slalom Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (14); high net worth individuals (11).

**Does Slalom Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/292207

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $19,314,000
- Discretionary: $19,314,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 14 | $5,892,000 |
| High net worth individuals | 11 | $13,422,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- slalomwealth.com
- Facebook @slalomwealth
- LinkedIn @tony-matheson
- X @tonymatheson

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Slalom Wealth Management, LLC (CRD 292207): Form ADV filing data as of October 2026.