Slp Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in Durham, NC. Its latest Form ADV filing, dated April 22, 2026, reports $64M in regulatory assets under management, 22 employees, 15 offices, and 1,895 accounts.
Assets Under Management
$64M
Employees
22
Offices
15 offices
Total Clients
1,657
Primary office
DURHAM, NC
555 SOUTH MANGUM ST, SUITE 100, DURHAM, NC, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 99.0% of total clients.
Top client categories% of clientsClients
1
Individuals
99.0%
1,641
2
HNWI
1.0%
16
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$64Mas of April 22, 2026
Discretionary100.0%
$64M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$64M
Total Accounts1,895
10Y AUM Change+$64M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees22
Clients per Employee75:1
10Y Employee Change+16 (+266.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.