SLP WEALTH

SLP WEALTH LLC

CRD 325631 · SEC 801-127646

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555 SOUTH MANGUM ST, SUITE 100, DURHAM, NC, 27701, United States

Phone

(910) 315-0973

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$63.7M

Discretionary AUM

$63.7M

Team

21 total employees; 14 advisory reps; 1789 broker-dealer reps

Clients

More than 500

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-06-16

Disciplinary history

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

Type	Clients	AUM
Individuals	1641	$57.8M
High net worth individuals	16	$5.9M

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

https://slpwealth.com/
https://www.facebook.com/people/SLP-Wealth/61565734480683/
https://www.linkedin.com/company/slp-wealth/

Official SEC filing: View on IAPD