SLP WEALTH

Overview

SLP Wealth is an independent, SEC-registered registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individuals and families and offers a mix of fee arrangements, including asset-based fees, hourly billing, and fixed-fee engagements. Core advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of external advisers. The firm identifies itself as a capital allocator and maintains an industry affiliation with an insurance company. SLP Wealth does not position itself as an active ESG investor and operates across multiple states.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices