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SLATESTONE WEALTH LLC
CRD 286669 · SEC 801-110003
661 UNIVERSITY BLVD, SUITE 100, JUPITER, FL, 33458, United States
Phone
561-244-2504
Fax
561-584-6945
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.76B
Discretionary AUM
$1.75B
Team
28 total employees; 19 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-03
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Selection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 253 | $96.2M |
| High net worth individuals | 305 | $1.38B |
| Charitable organizations | 3 | $287.9M |
| Corporations/business entities | 2 | $577K |
States served
AL, AZ, CA, CO, GA, IL, MD, MA, MN, NJ, NY, NC, PA, WI, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD