SLATESTONE WEALTH LLC
SEC Form ADV profile.
Total regulatory AUM
$1,763,081,657
Discretionary
$1,745,307,341
Non-discretionary
$17,774,316
Firm details
- CRD number
- 286669
- SEC file number
- 801-110003
- Main office
- JUPITER, FL, United States
- Employees
- 28
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.