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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| SLP Wealth LLC
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|---|---|
| CRD # | 325631 |
| SEC # | 801-127646 |
| CIK # | |
| AUM | $29.2 M (2025-07-15) |
| Employees | 18 (72% Investors, 0% Brokers) |
| Phone | 910-315-0973 |
| Address | 555 South Mangum St Durham, NC 27701 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,405 | 26.3 |
| (b) Individuals (high net worth individuals) | 20 | 2.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 846 | 29.2 |
| By Discretionary | ||
| Discretionary | 845 | 29.2 |
| Non-Discretionary | 1 | 0.0 |
| Total | 846 | 29.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 29.2 | |
| Total | 846 | 29.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Masterworks Advisers LLC
✚
|
NY | 0.0 |
|
Derivaty Co
✚
|
NY | 0.0 |
|
Empower Private Wealth
✚
|
NY | 0.0 |
|
DARK Horse Wealth LLC
✚
|
NY | 0.0 |
|
DDO Advisory Services LLC
✚
|
NY | 0.0 |
|
Blue Bear Financial LLC
✚
|
0.0 | |
|
Old Field Advisors LLC
✚
|
0.0 | |
|
Anchor Bay Private Wealth LLC
✚
|
CA | 0.0 |
|
Goldstone Portfolios Incorporated
✚
|
0.0 | |
|
Ap-Financial LLC
✚
|
CA | 0.0 |