SLP Wealth

Overview

SLP Wealth is an independent registered investment adviser organized as a limited liability company and SEC-registered in 2023. The firm is owned by an individual and positions itself as a multi-state adviser serving primarily individual and family clients. Its fee arrangements include asset-based fees, hourly charges, and fixed-fee engagements. Service offerings emphasize financial planning, discretionary portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. The firm functions as a capital allocator, directing client capital to third-party managers when appropriate. SLP Wealth does not identify as an active ESG investor and lists an industry affiliation with an insurance company.

Assets & Accounts

Investments & Alternatives