← Back to searchVisit website
SLATEN WEALTH MANAGEMENT
SLATEN FINANCIAL, INC.
CRD 322802
501 N. BROOKHURST ST., SUITE 318, ANAHEIM, CA, 92801, United States
Phone
800-698-2560
Fax
714-491-3504
Registration
— (—)
Source
State registered
Total AUM
$36.2M
Discretionary AUM
$36.2M
Team
5 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 167 | $29.7M |
All web addresses on file
Official SEC filing: View on IAPD