Slatestone Wealth LLC

Registered investment adviser · Jupiter, FL · CRD #286669

Form ADV data as of 2026-09-01

Regulatory assets

$1.76 billion

Total accounts

1,580

Employees

Disclosure events

Firm details

Website: https://www.facebook.com/slatestonewealth/
Telephone: 561-244-2504
SEC file number: 801-110003
Most recent Form ADV filing: 2026-06-03
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm reports 1 disclosure question answered Yes, covering 1 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.

Another regulator found a violation of investment-related regulations or statutes

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$1.75 billion
Non-discretionary regulatory assets under management	$17.8 million
Total regulatory assets under management	$1.76 billion
Discretionary accounts	1,565
Non-discretionary accounts	15
Total accounts	1,580
Regulatory assets under management attributable to non-U.S. persons	$0

People

Total employees (excluding clerical)	28
Employees performing investment advisory functions (including research)	19
Employees who are registered representatives of a broker-dealer	0
Employees registered as investment adviser representatives with a state	19
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	1
Firms or persons who solicit advisory clients on the firm's behalf	4

Custody

Has custody of client cash or bank accounts	Yes
Has custody of client securities	Yes
Client funds and securities held in the firm's custody	$444.6 million
Clients for whom the firm has custody	240
A related person has custody of client cash or bank accounts	Yes
A related person has custody of client securities	Yes
Client funds and securities held in a related person's custody	$444.6 million
Clients for whom a related person has custody	240
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No
Number of persons acting as qualified custodians for the firm's clients	2

How the firm is compensated

A percentage of assets under managementHourly chargesFixed fees (other than subscription fees)

Advisory services offered

Financial planning servicesPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)Publication of periodicals or newslettersEducational seminars/workshops

Affiliated related persons

Insurance company or agency

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys or sells for itself securities it also recommends to clients
Recommends brokers or dealers to clients
Compensates a non-employee for client referrals
Provides employee compensation specifically for obtaining clients

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	253	$96.2 million
High net worth individuals	305	$1.38 billion
Charitable organizations	3	$287.9 million
Corporations or other businesses not listed above	2	$577,260