← Directory
SLATESTONE WEALTH LLC
CRD 286669File 801-110003
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jun 3, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.76B
Top 25% of cohort (national)
Discretionary AUM
$1.75B
Non-discretionary $17.8M
Clients
563
1,580 accounts
Employees
28
Top 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Feb 24, 2017
- Principal office
- 661 UNIVERSITY BLVD, SUITE 100, JUPITER, FL, 33458
- Phone
- 561-244-2504
- Website
- HTTP://WWW.SLATESTONE.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.76B
- Discretionary AUM
- $1.75B
- Non-discretionary AUM
- $17.8M
- Discretionary accounts
- 1,565
- Non-discretionary accounts
- 15
- Total accounts
- 1,580
- AUM per client
- $3.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 2 | $577K |
| Charitable organizations | Fewer than 5 | $287.9M |
| High net worth individuals | 305 | $1.38B |
| Individuals (other than high net worth individuals) | 253 | $96.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11D2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 29 | 28 | decreased by1 |
| Apr 1, 2026 | Clients | 536 | 563 | increased by27 |
| Apr 1, 2026 | AUM | $1,653,938,437 | $1,763,081,657 | increased by$109,143,220 |
| Apr 1, 2026 | Accounts | 1,543 | 1,580 | increased by37 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 23 | 29 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 408 | 536 | increased by128 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,005,424,061 | $1,653,938,437 | increased by$648,514,376 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,194 | 1,543 | increased by349 |
| Apr 1, 2022 | Employees | 20 | 23 | increased by3 |
| Apr 1, 2022 | Clients | 395 | 408 | increased by13 |
| Apr 1, 2022 | AUM | $845,435,403 | $1,005,424,061 | increased by$159,988,658 |
| Apr 1, 2022 | Accounts | 1,127 | 1,194 | increased by67 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SLATESTONE WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SLATESTONE WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.