Slp Wealth
Slp Wealth is an SEC-registered mass-market adviser in Durham, NC with $63.7M assets under management (AUM, regulatory AUM), +118% over one year. See who owns Slp Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 325631, SEC 801-127646, data through 2026-06-16.
- AUM (assets under management / regulatory AUM)
- $63.7M (2026-06-16)
- Firm type
- Mass-Market Adviser
- Location
- Durham, NC
- Employees
- 21
- Clients
- 1,657
- CRD
- 325631
- Ownership
- HORNSBY, TRAVIS, LEE; Terwilliger, Simcha, Shachar; MCGUIRE, MEAGAN, RAE; MAHLMANN, CONOR, MICHAEL; ROOKER, DANIEL, JOSEPH
How much AUM does Slp Wealth have?
Slp Wealth reported $63.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-16).
Who owns Slp Wealth?
Disclosed owners and executives of Slp Wealth include HORNSBY, TRAVIS, LEE, Terwilliger, Simcha, Shachar, MCGUIRE, MEAGAN, RAE, MAHLMANN, CONOR, MICHAEL, ROOKER, DANIEL, JOSEPH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.