Angela Marie Pack
Investment adviser representative at Slp Wealth
11 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
11 years in the industry.
- Slp WealthNov 2023 to now
- Student Loan PlannerSep 2023 to now
- Kendall Wealth PartnersAug 2022 to Aug 2023
- Susan L. Kendall, CpaAug 2022 to Aug 2023
- Northwestern UniversityJan 2022 to Dec 2022
- Wellspring ChurchSep 2020 to Dec 2022
- St. Abraham's Classical Christian AcademyAug 2017 to Jan 2022
- Middlebury Institute of International Studies At MontereySep 2015 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
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
- 7719899
- Firm CRD
- 325631