SLP WEALTH LLC
Legal name: SLP WEALTH
CRD #325631 SEC #801-127646 DURHAM, NC (910) 315-0973
SEC Registered
Total AUM
$29.2M
Discretionary
$29.2M
Employees
20
Clients
--
Accounts
846
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $29.2M | $29.2M | $25.7K | 20 | 1,080 |
| Oct 2025 | $29.2M | $29.2M | $25.7K | 18 | 1,080 |
| Sep 2025 | $29.2M | $29.2M | $25.7K | 18 | 1,080 |
| Aug 2025 | $29.2M | $29.2M | $25.7K | 18 | 1,080 |
| Jul 2025 | $29.2M | $29.2M | $25.7K | 18 | 1,080 |
| Jul 2025 | $29.2M | $29.2M | $25.7K | 18 | 1,080 |
| Jun 2025 | $29.2M | $29.2M | $25.7K | 17 | 1,080 |
| Mar 2025 | $29.2M | $29.2M | $25.7K | 20 | 1,080 |
| Feb 2025 | $29.2M | $29.2M | $25.7K | 21 | 1,080 |
| Jan 2025 | $29.2M | $29.2M | $25.7K | 22 | 1,080 |
| Oct 2024 | $9M | $9M | $0 | 25 | 997 |
| Sep 2024 | $9M | $9M | $0 | 24 | 997 |
| Jul 2024 | $9M | $9M | $0 | 23 | 997 |
| May 2024 | $9M | $9M | $0 | 24 | 997 |
| May 2024 | $9M | $9M | $0 | 24 | 997 |
| Apr 2024 | $9M | $9M | $0 | 23 | 997 |
| Mar 2024 | $9M | $9M | $0 | 24 | 997 |
| Jan 2024 | $0 | $0 | $0 | 13 | 0 |
| Oct 2023 | $0 | $0 | $0 | 8 | 0 |
| Sep 2023 | $0 | $0 | $0 | 8 | 0 |
| Aug 2023 | $0 | $0 | $0 | 8 | 0 |
| Jul 2023 | $0 | $0 | $0 | 7 | 0 |
| Jun 2023 | $0 | $0 | $0 | 6 | 0 |
| Apr 2023 | $0 | $0 | $0 | 6 | 0 |
| Mar 2023 | $0 | $0 | $0 | 6 | 0 |
DateNov 2025
Total AUM$29.2M
Discretionary$29.2M
Non-Disc.$25.7K
Employees20
Clients1,080
DateOct 2025
Total AUM$29.2M
Discretionary$29.2M
Non-Disc.$25.7K
Employees18
Clients1,080
DateSep 2025
Total AUM$29.2M
Discretionary$29.2M
Non-Disc.$25.7K
Employees18
Clients1,080
DateAug 2025
Total AUM$29.2M
Discretionary$29.2M
Non-Disc.$25.7K
Employees18
Clients1,080
DateJul 2025
Total AUM$29.2M
Discretionary$29.2M
Non-Disc.$25.7K
Employees18
Clients1,080
DateJul 2025
Total AUM$29.2M
Discretionary$29.2M
Non-Disc.$25.7K
Employees18
Clients1,080
DateJun 2025
Total AUM$29.2M
Discretionary$29.2M
Non-Disc.$25.7K
Employees17
Clients1,080
DateMar 2025
Total AUM$29.2M
Discretionary$29.2M
Non-Disc.$25.7K
Employees20
Clients1,080
DateFeb 2025
Total AUM$29.2M
Discretionary$29.2M
Non-Disc.$25.7K
Employees21
Clients1,080
DateJan 2025
Total AUM$29.2M
Discretionary$29.2M
Non-Disc.$25.7K
Employees22
Clients1,080
DateOct 2024
Total AUM$9M
Discretionary$9M
Non-Disc.$0
Employees25
Clients997
DateSep 2024
Total AUM$9M
Discretionary$9M
Non-Disc.$0
Employees24
Clients997
DateJul 2024
Total AUM$9M
Discretionary$9M
Non-Disc.$0
Employees23
Clients997
DateMay 2024
Total AUM$9M
Discretionary$9M
Non-Disc.$0
Employees24
Clients997
DateMay 2024
Total AUM$9M
Discretionary$9M
Non-Disc.$0
Employees24
Clients997
DateApr 2024
Total AUM$9M
Discretionary$9M
Non-Disc.$0
Employees23
Clients997
DateMar 2024
Total AUM$9M
Discretionary$9M
Non-Disc.$0
Employees24
Clients997
DateJan 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees13
Clients0
DateOct 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateSep 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateAug 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateJul 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateJun 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateApr 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0