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SLATESTONE WEALTH LLC
JUPITER, FL
561-244-2504
SEC #801-110003Total AUM
$1.8B
Employees
28Clients
563Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
661 UNIVERSITY BLVD
SUITE 100
JUPITER
FL 33458
United States
SUITE 100
JUPITER
FL 33458
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Monday - Friday
Phone
561-244-2504
Other Offices
2
Financials
Total AUM
$1.8B
Accounts
1,580Discretionary
$1.7B
Accounts
1,565Non-Discretionary
$17.8M
Accounts
15
Clients
Individual Clients
253AUM
$96.2M
HNW Individual Clients
305AUM
$1.4B
Charitable Organization Clients
3AUM
$287.9M
Corporation or Business Clients
2AUM
$577.3K
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Violation Finding
State Registrations
AZCACOCTFLILMAMDMNNCNHNYPATXWI
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.