SLP Wealth LLC

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Assets, Funds, Holdings

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SLP Wealth LLC
CRD #325631
SEC #801-127646
CIK #
AUM $9.0 MM (2024-07-26)
Employees 23 (65% Investors, 0% Brokers)
Phone910-315-0973
Address555 South Mangum St
Durham, NC 27701
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
10.08.06.04.02.00.02009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 1,163 8.2
(b) Individuals (high net worth individuals) 6 0.8
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 230 9.0
By Discretionary
Discretionary 230 9.0
Non-Discretionary 0 0.0
Total 230 9.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 9.0
Total 230 9.0
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FREC Advisers LLC
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RUE Neil
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Concreit Fund Management LLC
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Unity Wealth Partners LLC
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Blue Ocean Investment Partners Limited
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Clarivor LLC
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