Slp Wealth LLC
● SEC registered since 2023CRD 325631SEC# 801-127646Durham, NC
Reg. AUM
$63.7M
Employees
21
Accounts
1,895
Location
Durham, NC
Slp Wealth LLC assets under management
Slp Wealth LLC is a registered investment adviser overseen by the SEC based in Durham, NC. The firm has been registered since 2023. It reports $63.7 million in regulatory assets under management and employs 21 people.
Slp Wealth LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Carrie Nicholson | Member | Under 5% | 2023 |
| Meagan Rae McGuire | Member | 5-10% | 2023 |
| Simcha Shachar Terwilliger | Cco, Member | 5-10% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Slp Wealth LLC manage?
Slp Wealth LLC reports $63.7 million in regulatory assets under management on its Form ADV.
How many employees does Slp Wealth LLC have?
Slp Wealth LLC reports 21 employees.
Where is Slp Wealth LLC located?
Slp Wealth LLC is based in Durham, NC and has been SEC-registered since 2023.
Does Slp Wealth LLC disclose fund performance?
Slp Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 555 South Mangum St, Suite 100, Durham, NC 27701 |
| Phone | (910) 315-0973 |
| Office hours | By Appointment Only |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$63.7M▲ 118%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 95%
Larger than 5% of 16,271 advisers
EmployeesTop 23%
More than 77% of 16,825 advisers
Assets under management
$63.7Mregulatory AUM
Discretionary $63.7M