SLP WEALTH LLC

SLP WEALTH

DURHAM, North Carolina·5 registered advisors·CRD# 325631

SEC# 801-12764616(910) 315-0973

01

Firm Overview

AUM

$9M

Regulatory assets under management

Employees

25

Total firm employees

Advisors

5

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management

04

Advisors at SLP WEALTH LLC

5 registered advisors

Conor Michael Mahlmann

DURHAM, North Carolina

Daniel Joseph Rooker

DURHAM, North Carolina

Meagan Rae Mcguire

DURHAM, North Carolina

Simcha Shachar Terwilliger

DURHAM, North Carolina

Travis Lee Hornsby

DURHAM, North Carolina

05

Office Locations

DURHAM, North Carolina

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Data sourced from SEC Form ADV filings. SLP WEALTH LLC (CRD# 325631) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.