# SLW Investment Management, LLC

> SLW Investment Management, LLC is an SEC-registered investment advisory firm in Dallas, TX, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 16, 2026.

- CRD: 332006
- Filed as: SLW INVESTMENT MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: June 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/332006
- AdvisorCensus page: https://advisorcensus.com/firm/slw-investment-management-llc-dallas-tx-332006

## Quick answers

**How is SLW Investment Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), SLW Investment Management, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is SLW Investment Management, LLC located?**
SLW Investment Management, LLC's principal office is in Dallas, TX, according to its Form ADV; the July 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is SLW Investment Management, LLC registered with the SEC or a state?**
SLW Investment Management, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 332006.

**How much does SLW Investment Management, LLC manage?**
SLW Investment Management, LLC reports $464,203,737 in regulatory assets under management in its Form ADV filing dated June 16, 2026 (100% discretionary).

**How have SLW Investment Management, LLC's assets and staff changed since 2024?**
In the Form ADV data for SLW Investment Management, LLC: Regulatory assets under management: $0 in the October 2024 data and $464,203,737 in the October 2026 data. Total employees: 6 in October 2024 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does SLW Investment Management, LLC serve?**
By number of clients on Form ADV Item 5.D: investment companies (2).

**Does SLW Investment Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/332006

**What changed in SLW Investment Management, LLC's recent Form ADV filings?**
In the July 2026 filing data: Changed its legal name from Wisdom Fixed Income Management, LLC to SLW Investment Management, LLC. Employees performing advisory functions went from 1 to 2.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $464,203,737
- Discretionary: $464,203,737
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 2 | $464,203,737 |

### Advisory services (Item 5.G)
- Portfolio management for investment companies (and business development companies)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 11 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Plano, TX

### Websites listed on Form ADV (Item 1.I)
- slwinvest.com
- LinkedIn @slw-investment-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $0 | 6 | August 5, 2024 |
| October 2025 | $155,648,138 | 6 | March 25, 2025 |
| October 2026 | $464,203,737 | 11 | June 16, 2026 |

Regulatory assets under management: $0 in the October 2024 data and $464,203,737 in the October 2026 data.
Total employees: 6 in October 2024 and 11 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Changed its legal name from Wisdom Fixed Income Management, LLC to SLW Investment Management, LLC.
- Employees performing advisory functions went from 1 to 2.

### April 2026
- Regulatory assets under management went from $155,648,138 to $450,969,591 (+190%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. SLW Investment Management, LLC (CRD 332006): Form ADV filing data as of October 2026.