Slp Wealth
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 325631
- SEC number
- 801-127646
- Firm type
- RIA
- Assets under management
- $63.7M as of Jun 16, 2026
- Website
- slpwealth.com ↗
- Phone
- (910) 315-0973
- Address
- 555 South Mangum St, Durham, NC, 27701
Advisors at this firm
14 in our index · page 1 of 1
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David Albert AizussCRD 7913233 · La Mesa, CAIA Registered
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Jared Cohen CostiganCRD 7399691 · West Hartford, CTIA Registered
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Christopher Cason CarbaughCRD 8187889 · Augusta, GAIA Registered
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Jacob Michael CourtneyCRD 7282960 · Knoxville, TNIA RegisteredRegistration inactive
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Travis Lee HornsbyCRD 6094394 · Durham, NCIA Registered
-
Samantha Lynn HeflinCRD 7787291 · Atlanta, GAIA Registered
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Benjamin Joseph LacomisCRD 6820579 · Pittsburgh, PAIA RegisteredRegistration inactive
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Meagan Rae McguireCRD 6367566 · Canton, GAIA RegisteredRegistration inactive
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Scott Thomas McdonaldCRD 7767653 · Santa Cruz, CAIA Registered
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Angela Marie PackCRD 7719899 · Marina, CAIA Registered
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Connor Scott PierceCRD 7971579 · Mount Joy, PAIA Registered
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Bryan Lee SnappCRD 8221053 · Phoenix, AZIA Registered
-
Simcha Shachar TerwilligerCRD 6709279 · Newport News, VAIA Registered
-
Sariah Alexis TolsmaCRD 6311005 · Frenchtown, MTIA RegisteredRegistration inactive
1–14 of 14
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 325631 ↗
FINRA BrokerCheck record for firm CRD 325631 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.