Simcha Shachar Terwilliger
Investment adviser representative at Slp Wealth
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$63.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Slp WealthApr 2023 to now
- Student Loan PlannerFeb 2022 to now
- Fox & Company Wealth ManagementOct 2018 to Jan 2022
- The Advisory Firm of Katherine L. Brown, LLCJun 2016 to Oct 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Slp Wealth
Legal name: Slp Wealth LLC
$63.7MAssets managed
1,657Clients
14Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6709279
- Firm CRD
- 325631