SLP Wealth
Firm details
- Headquarters
- Durham, North Carolina
- CRD number
- 325631
- Registered since
- April 13, 2023
- Website
- slpwealth.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals90.73%
- HNWI9.27%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
SLP Wealth is an independent, SEC-registered registered investment adviser organized as an LLC and classified as a capital allocator. The firm serves individual and family clients across multiple states and offers fee arrangements that include a percentage of assets under management, hourly billing, and fixed fees. Core advisory services listed by the firm are financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. SLP Wealth reports it is not an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds96%
- Exchange Traded Equities2%
- Cash & Cash Equivalents2%
Owners & executives
2 of 2Carrie Nicholson
Chief Operations Officer and PartnerCRD 8027297
Travis Hornsby
Founder & CEOCRD 6094394
Contacts
3 of 14
Conor Mahlmann
Partner, Financial PlannerCRD 6435510
Simcha Terwilliger
IARCRD 6709279
Sariah Tolsma
Financial PlannerCRD 6311005
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Durham, NC
Durham
Location
Durham, NC
Headquartered in Durham, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.
- Metro area
- Raleigh-Durham-Cary, NC
- Region
- South
- County
- Durham
- Address
- 555 S Mangum St
- Time zone
- ET (UTC-5)
- Office locations
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