David
Aizuss

Slp Wealth

CRD#7913233
Investment Advisor
in La Mesa, CA

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About this Advisor

David Aizuss is a financial advisor based in La Mesa, California, working with Slp Wealth. David has previously held positions at Slp Wealth, Student Loan Planner, United Mortgage Lending LLC, Prospect Financial Group Inc, Powell Banz Valuation, LLC, Rtr Services, Doctible, Rivercity Rock Star Academy, and Willamette University. David has passed the Series 65 regulatory exam and is registered to provide services in California and Texas. Currently, David is part of Slp Wealth, which operates out of La Mesa, California. The firm has 15 offices and 24 employees. The firm manages assets totaling $9.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Slp Wealth includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

La Mesa, CA

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Slp Wealth Brokerage Details

Total Assets Under Management

$8,956,250

CA Average: $3,625,019,099
Total Number of Employees

24

CA Average: 22
Total Number of Accounts

230

CA Average: 1,917
Average Account Size

$38,940

CA Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

David Aizuss Work History

2024 - Present (0 year)

Slp Wealth

2024 - Present (0 year)

Slp Wealth

2023 - Present (1 year)

Student Loan Planner

2023 - Present (1 year)

United Mortgage Lending LLC

2021 - 2022 (1 year)

Prospect Financial Group Inc

2018 - 2020 (2 years)

Powell Banz Valuation, LLC

2017 - 2017 (< 1 year)

Rtr Services

2017 - 2017 (< 1 year)

Doctible

2016 - 2021 (5 years)

Rivercity Rock Star Academy

2013 - 2017 (4 years)

Willamette University

Disclosures

Please visit the SEC profile of David Aizuss to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Slp Wealth

Jacob Courtney
Dayton, OH
James Mwombela
Durham, NC
Conor Mahlmann
Chicago, IL
Simcha Terwilliger
Newport News, VA
Benjamin Lacomis
Durham, NC
Angela Pack
Marina, CA
Kathleen Boyd
San Diego, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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