Overview
Assets Under Management: $206 million
Headquarters: SCOTTSDALE, AZ
High-Net-Worth Clients: 122
Average Client Assets: $256,555
Frequently Asked Questions
SLT HOLDINGS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #328450), SLT HOLDINGS LLC is subject to fiduciary duty under federal law.
SLT HOLDINGS LLC is headquartered in SCOTTSDALE, AZ.
SLT HOLDINGS LLC serves 122 high-net-worth clients according to their SEC filing dated March 17, 2025. View client details ↓
According to their SEC Form ADV, SLT HOLDINGS LLC offers portfolio management for individuals. View all service details ↓
SLT HOLDINGS LLC manages $206 million in client assets according to their SEC filing dated March 17, 2025.
According to their SEC Form ADV, SLT HOLDINGS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 122
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 15.17
Average High-Net-Worth Client Assets: $256,555
Total Client Accounts: 376
Discretionary Accounts: 376
Regulatory Filings
CRD Number: 328450
Filing ID: 1959896
Last Filing Date: 2025-03-17 14:02:00
Website: https://slcapitalwealth.com