SLP Wealth

Overview

SLP Wealth is an independent registered investment adviser organized as an LLC and registered with the SEC in 2023. The firm serves individual and family clients and identifies itself as a capital allocator. Its fee arrangements include a percentage of assets under management, hourly charges, and fixed fees. SLP Wealth lists core advisory services as financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. It operates across multiple states and does not characterize itself as an active ESG investor. SLP Wealth has an industry affiliation with an insurance company. The firm reports an owner type of individual and positions itself to combine direct portfolio management with outsourced manager selection where appropriate.

Assets & Accounts

Investments & Alternatives

Location & Offices