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S• C••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

S• C••••••

SLT HOLDINGS LLC, CRD 328450

SCOTTSDALE, AZ

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Search this name across graphsid dfx:ria:fd8ea24a-9390-7e13-f009-9eaf4633adbd

Data as of Apr 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 3
On other graphs: 2
Observed: Oct 12, 2023 to Apr 29, 2026
5 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

S• C••••••

Private equity manager · shared crd

Independent Sponsorsidentity

S• C••••••

Capital provider to sponsors · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $230MItem 5.F on the latest filing (2026-04-29); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $230M
Private client RAUM: $230MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Z•••••• S••••• B••••	n/a	SCOTTSDALE, AZ	2	20	6	no
J••••• C•••• H•••••	n/a	SCOTTSDALE, AZ	2	11

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B••••• M•••••• M••••	MANAGEMENT TRUSTEE	F	yes	12/2019	Oct 12, 2023	Mar 11, 2024
B••••• Z••••••• S•••••	Manager	E	yes	12/2019	Oct 12, 2023

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 3 of 4

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	3	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$230M	$206M	11.6%	n/a	n/a	4	4	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
F••••••••• I••••••••• A••••••• L••	3	Mar 1, 2024	Dec 6, 2023	PHOENIX, AZ	Team lift out	RIA to new firm	1.9%

Relationships

Registered with (4)

← N••••• R••••• C••••Advisorregistration: current employment
May 28, 2025 to presentfactForm ADV
← J••••• C•••• H•••••Advisorregistration: current employment
Dec 6, 2023 to presentfactForm ADV
← M••••• J••• P•••••••Advisorregistration: current employment
Dec 6, 2023 to presentfactForm ADV
← Z•••••• S••••• B••••

Dated events

Occurred
Mar 17, 2025
Regulatory AUM changed
S• C•••••• reported RAUM $206.3M, up 96% from $105.3M (2024-03-11 to 2025-03-17)
Form ADVobserved 7 days ago
$101M
Occurred
Mar 1, 2024
Team lift-out
3 advisors left F••••••••• I••••••••• A••••••• L•• (Phoenix, AZ) for S• C•••••• on the same day
Form ADVobserved 7 days ago
3 advisors
Occurred
Oct 12, 2023
First Form ADV filing
S• C•••••• filed its initial SEC registration (Form ADV)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fd8ea24a-9390-7e13-f009-9eaf4633adbd
First observed: Oct 12, 2023
Last observed: Apr 29, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.