Slatestone Wealth LLC


Assets, Funds, Holdings

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Slatestone Wealth LLC
CRD #286669
SEC #801-110003
CIK #1764049
AUM $1.0 BB (50% Disc, 84% US, 2020-03-25)
Employees23 (52% Investors, 0% Brokers)
Address4495 Military Trail
Jupiter, FL 33458
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
Allen & Company of Florida LLC
FL 1.0
Giverny Capital Inc
Steinberg Global Asset Management Ltd
FL 1.0
Sapient Private Wealth Management Services LLC
OR 1.0
RKL Wealth Management LLC
PA 1.0
Wespac Advisors LLC
CA 1.0
Asset Management Group
CO 1.0
Jurika & Voyles LP
CA 1.0
INR Advisory Services LLC
PA 1.0
Tanglewood Wealth Management Inc
TX 1.0
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