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James Chigungu Mwombela

SLP Wealth

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About James Chigungu Mwombela

James Mwombela is a financial advisor registered in North Carolina and Texas. James has been in the financial services industry for over 8 years and is currently with SLP Wealth. James is also a Certified Financial Planner. In addition to his work with SLP Wealth, James is a Student Loan Consultant for Student Loan Planner. James specializes in financial planning for individuals and families, pension consulting, and selection of other advisors.

Firm Information

James Mwombela is currently registered with SLP Wealth. SLP Wealth, headquartered in Durham, North Carolina, is a registered investment advisor (RIA) offering financial planning and portfolio management services for individuals and businesses. The firm has 2 licensed agents and 16 investment advisor representatives, managing over $29 million in assets for approximately 846 clients. They specialize in serving high-net-worth individuals and individuals other than high-net-worth, with a focus on personalized financial guidance and investment strategies.
SLP Wealth

555 SOUTH MANGUM ST

DURHAM, NC 27701

$29.21M

Assets Under Management

1,080

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Mwombela’s Registration & Firm History

NC

05/05/2023 - Present

SLP Wealth (DURHAM NC)

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Licenses & Designations

BC

Issued 03/11/2019

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 12/23/2015

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Chigungu Mwombela.
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