| Name | Title | Ownership | Since |
|---|---|---|---|
| Carrie Nicholson | Member | Under 5% | 2023 |
| Conor Michael Mahlmann | Cco, Member | 5-10% | 2023 |
| Meagan Rae McGuire | Member | 5-10% | 2023 |
Slp Wealth LLC reports $29.2 million in regulatory assets under management on its Form ADV.
Slp Wealth LLC reports 18 employees.
Slp Wealth LLC is based in Durham, NC and has been SEC-registered since 2023.
Slp Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 555 South Mangum St, Suite 100, Durham, NC 27701 |
| Phone | (910) 315-0973 |
| Office hours | By Appointment Only |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $29.2M |
| Non-discretionary | $26K |
| Total (RAUM) | $29.2M |