Slp Wealth Llc
- Regulatory AUM
- $63.7M
- Discretionary
- $63.7M
- Clients
- 1,657
- Avg AUM / client
- $38.4K
- Accounts
- 1,895
- Employees
- 21
AUM over time
Annual snapshots from Form ADV filings · as of Jul 03, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,641 | $57.8M | 90.7% |
| High net worth individuals | 16 | $5.9M | 9.27% |
People (16)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Travis Lee Hornsby | President, Member | CFP CFA | Apr 2023 (3y) | 50% – 75% |
| Simcha Shachar Terwilliger | Cco, Member | CFP | May 2023 (3y) | 5% – 10% |
| Daniel Joseph Rooker | Member | CFP | Nov 2023 (3y) | 5% – 10% |
| Mahlmann, Conor, Michael | Member | Nov 2023 (3y) | 5% – 10% | |
| Meagan Rae Mcguire | Member | CFP Chartered Financial Consultant | Nov 2023 (3y) | 5% – 10% |
| Scott Thomas Mc Donald | Registered representative | CFP | Jul 2023 (3y) | |
| Jacob Michael Courtney | Registered representative | CFP | Dec 2023 (3y) | |
| Jared Cohen Costigan | Registered representative | CFP | Dec 2023 (3y) | |
| Angela Marie Pack | Registered representative | CFP | Jan 2024 (3y) | |
| Benjamin Joseph Lacomis | Registered representative | Jan 2024 (3y) | ||
| David Albert Aizuss | Registered representative | May 2024 (2y) | ||
| Connor Scott Pierce | Registered representative | Sep 2024 (2y) | ||
| Samantha Lynn Heflin | Registered representative | CFP | Jul 2025 (1y) | |
| Sariah Alexis Tolsma | Registered representative | Chartered Financial Consultant | Nov 2025 (1y) | |
| Christopher Cason Carbaugh | Registered representative | Nov 2025 (1y) | ||
| Bryan Lee Snapp | Registered representative | Feb 2026 (0y) |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/03/2026 | 949 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Truist Financial Corp $63.7M (100% of AUM) Jul 2026
- Altruist Financial $63.7M (100% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 03, 2026.
View current Form ADV (SEC/IAPD) ↗