SL ADVISORS, LLC
· CRD 151495 · IAPD ↗ · americanenergyindices.com · 908-205-2955
$393.3MRegulatory AUM
3Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status
Filing changes
66
February 2025 — SL ADVISORS, LLC reported RAUM up 42% ($313.7M -> $445.6M).
Portfolio / reporting / TAMPCRMFinancial planning software
Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.