RIA Intel›Advisers›Florida›SLATESTONE WEALTH LLC

SLATESTONE WEALTH LLC

Advisory

N·JUPITER, FL

Data as of Mar 26, 2026 · Source: SEC Form ADV

Total AUM

$1.8B

1-Year AUM Growth

+20.7%

3-Year CAGR

+17.8%

Employees

19

Assets Under Management

Total AUM$1.8B

Discretionary AUM$1.7B

Non-Discretionary AUM$18M

Discretionary %99%

Total Clients536

Team

Total Employees19

Investment Advisers28

Employee Growth (1Y)+5.9%

Filing History

Total Filings on Record45

First FilingFeb 10, 2017

Latest FilingMar 26, 2026

🔒 Full AUM trend chart and 45 historical filings spanning 9+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on SLATESTONE WEALTH LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.