DA
David A. Aizuss
SLP WEALTH
La Mesa, CA
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CRD#: 7913233
DA
Professional summary
David Albert Aizuss is a registered financial advisor currently at SLP WEALTH located in La Mesa, California.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. David has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Student Loan Planner not investment-related private residence in La Mesa, CA student loan consulting Student Loan Consultant 11/2023 40 hours per month all hours during trading I consult with student loan borrowers, analyze their situation, and recommend the best course of action as to how they save the most money possible related to their student loans. United Mortgage Lending LLC investment-related private residence in La Mesa, CA mortgage lending Mortgage Loan Officer 01/2023 2 hours per month all hours during trading I originate mortgage loans thereby helping people buy and refinance real estate. However, very minimal time spent, primarily only currently looking to work with past clients of mine who reach out to me directly. Not currently actively prospecting for new clients or new loans.
CRS (Client Relationship Summary) - RIA
Click below to view David Albert Aizuss's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 16, 2024 - Present
SLP WEALTH
RIA
CRD#: 325631
La Mesa, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SW
SLP WEALTH
SLP WEALTH | SLP WEALTH LLC
CRD#: 325631 / SEC#: 801-127646
RIA
Registered Investment Advisory firm - (4/13/2023 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(5/16/2024)
IAR
Texas(5/16/2024)
Current Firm
SW
SLP WEALTH
SLP WEALTH | SLP WEALTH LLC
CRD#: 325631 / SEC#: 801-127646
RIA
Registered Investment Advisory firm - (4/13/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
555 South Mangum St Suite 100, Durham, NC 27701
Mailing Address
Phone number
(910) 315-0973
Established
Firm type
Fiscal year end
# of Employees
18
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 846 |
| AUM (Assets Under Management) | $ 29,211,037 |
Red Flags
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