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SLATESTONE WEALTH LLC
CRD 286669File 801-110003
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jun 3, 2026
Feed vintage Aug 17, 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
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.