RIA Intel›Advisers›Connecticut›SLADEK & WITEK, LLP

SLADEK & WITEK, LLP

Advisory

TRUMBULL, CT

Data as of Apr 15, 2025 · Source: SEC Form ADV

Rank in CT

#921

of 1,312 advisers by AUM

Average account

$313K

across 249 accounts

AUM per adviser

$39M

2 advisers

Source: SEC Form ADV. Figures as filed Apr 15, 2025.

Total AUM

$78M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$78M

Discretionary AUM$78M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients155

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Partnership

Fiscal Year EndDecember

Operates InCT

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

155 clients

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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