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| Happy Holidays!! thanks for using AUM13F!! |
| Slatestone Wealth LLC
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| CRD # | 286669 |
| SEC # | 801-110003 |
| CIK # | 0001764049 |
| AUM | $1.7 B (2025-06-24) |
| Employees | 29 (62% Investors, 0% Brokers) |
| Phone | 561-244-2504 |
| Address | 661 University Blvd Jupiter, FL 33458 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| General Mills Inc | 0.7 | ||
| Northeast Utilities | 0.7 | ||
| Archer Daniels Midland Co | 0.7 | ||
| Bank of America Corp /DE/ | 0.7 | ||
| Tesla Motors Inc | 0.7 | ||
| Blackstone Group LP | 0.7 | ||
| Factset Research Systems Inc | 0.7 | ||
| Franklin Resources Inc | 0.7 | ||
| Essex Property Trust Inc | 0.7 | ||
| Realty Income Corp | 0.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 285 | 155.4 |
| (b) Individuals (high net worth individuals) | 246 | 1,227.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 270.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,543 | 1,653.9 |
| By Discretionary | ||
| Discretionary | 1,527 | 1,636.6 |
| Non-Discretionary | 16 | 17.3 |
| Total | 1,543 | 1,653.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,653.9 | |
| Total | 1,543 | 1,653.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001764049] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Slatestone Wealth LLC
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|
FL | 1.7 |
|
Slatestone Private Client LLC
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|
FL | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Pembroke Management Ltd
✚
|
1.7 | |
|
Oak Associates Ltd
✚
|
OH | 1.7 |
|
Rockbridge Investment Management LLC
✚
|
NY | 1.7 |
|
Fidelis Capital Partners LLC
✚
|
FL | 1.7 |
|
Wealhouse Capital Limited Partnership
✚
|
1.7 | |
|
The Edgar Lomax Company
✚
|
VA | 1.7 |
|
Nottingham Advisors Inc
✚
|
NY | 1.7 |
|
Hudson Valley Investment Advisors Inc
✚
|
NY | 1.7 |
|
SLK Private Wealth Management LLC
✚
|
CA | 1.6 |
|
Kanawha Capital Management LLC
✚
|
VA | 1.6 |