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SLW INVESTMENT MANAGEMENT, LLC

DALLAS, TX · CRD 332006 · IAPD ↗ · slwinvest.com · 214-871-5200

$464.2MRegulatory AUM
2Advisory reps
11Employees
2Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

18
July 2026 — SLW INVESTMENT MANAGEMENT, LLC changed its website from wisdomfixedincome.com to slwinvest.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
48
July 2026 — WISDOM FIXED INCOME MANAGEMENT is now doing business as SLW INVESTMENT MANAGEMENT, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
63
April 2026 — WISDOM FIXED INCOME MANAGEMENT reported RAUM up 190% ($155.6M -> $451.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
September 2024 — WISDOM FIXED INCOME MANAGEMENT (DALLAS, TX) is newly SEC-registered with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.