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SLATESTONE WEALTH LLC
661 University Blvd
Suite 100
Jupiter, Florida 33458
Tel: 561-244-2504
About SLATESTONE WEALTH LLC
SLATESTONE WEALTH LLC, formally registered with the SEC as SLATESTONE WEALTH LLC. The firm was established in 02/24/2017. They have over 4 offices throughout the country.
SLATESTONE WEALTH LLC is a Jupiter, Florida based Financial Planning firm with nearly $1,370,465,172 assets under management, offering retirement planning & investment advisory services to 1426 clients. The firm is staffed with 29 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 286669 |
| SEC# | 801-110003 |
| Assets Managed by Firm | $1,370,465,172 |
| No. of Clients | 1426 |
| No. of Advisors | 29 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1426 | $1,370,465,172 |
| Individuals (other than high net worth individuals) | 245 | $114,830,136 |
| High net worth individuals | 254 | $1,239,298,485 |
| Charitable organizations | 2 | $15,794,097 |
| Corporations or other businesses | 2 | $542,454 |
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