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SLP Wealth LLC
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CRD # | 325631 |
SEC # | 801-127646 |
CIK # | |
AUM | $9.0 MM (2024-07-26) |
Employees | 23 (65% Investors, 0% Brokers) |
Phone | 910-315-0973 |
Address | 555 South Mangum St Durham, NC 27701 |
Source | [IAPD] [Website] [LinkedIn] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 1,163 | 8.2 |
(b) Individuals (high net worth individuals) | 6 | 0.8 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 230 | 9.0 |
By Discretionary | ||
Discretionary | 230 | 9.0 |
Non-Discretionary | 0 | 0.0 |
Total | 230 | 9.0 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 9.0 | |
Total | 230 | 9.0 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Christensen Group Financial LLC
✚
|
MN | 0.0 |
Rise Vest Investments LLC
✚
|
SC | 0.0 |
CIG Fund LLC
✚
|
MI | 0.0 |
235 Wealth Management LLC
✚
|
IL | 0.0 |
FREC Advisers LLC
✚
|
CA | 0.0 |
RUE Neil
✚
|
OR | 0.0 |
Concreit Fund Management LLC
✚
|
WA | 0.0 |
Unity Wealth Partners LLC
✚
|
CA | 0.0 |
Blue Ocean Investment Partners Limited
✚
|
0.0 | |
Clarivor LLC
✚
|
NY | 0.0 |