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| Slatestone Wealth LLC
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| CRD # | 286669 |
| SEC # | 801-110003 |
| CIK # | 0001764049 |
| AUM | 1,763.1 M (2026-06-03) |
| Employees | 28 (68% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 561-244-2504 |
| Address | 661 University Blvd Jupiter, FL 33458 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001764049 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Plug Power Inc | 0.1 | ||
| Apple Inc | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| OPKO Health Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Caterpillar Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Amphenol Corp /DE/ | 0.0 | ||
| ASML Holding NV | 0.0 | ||
| Johnson & Johnson | 0.0 | ||
| Cisco Systems Inc | 0.0 | ||
| Chevron Corp | 0.0 | ||
| Ace Ltd | 0.0 | ||
| PepsiCo Inc | 0.0 | ||
| Merck & Co Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| FPL Group Inc | 0.0 | ||
| United Technologies Corp /DE/ | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 253 | 96.2 |
| (b) Individuals (high net worth individuals) | 305 | 1,378.4 |
| (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 | 287.9 |
| (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 | 1,580 | 1,763.1 |
| By Discretionary | ||
| Discretionary | 1,565 | 1,745.3 |
| Non-Discretionary | 15 | 17.8 |
| Total | 1,580 | 1,763.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,763.1 | |
| Total | 1,580 | 1,763.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001764049] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Related Firms | State | AUM |
|---|---|---|
|
Slatestone Wealth LLC
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|
FL | 1,763.1 M |
|
Slatestone Private Client LLC
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|
FL |
| Comparable Firms | State | AUM |
|---|---|---|
|
NBC Securities Inc
✚
|
AL | 1,784.8 M |
|
Cahill Financial Advisors Inc
✚
|
MN | 1,770.2 M |
|
Greenwood Capital Associates LLC
✚
|
SC | 1,765.1 M |
|
Kaiser Partner Financial Advisors Ltd
✚
|
1,764.8 M | |
|
HBW Advisory Services LLC
✚
|
CA | 1,747.4 M |
|
WNY Asset Management LLC
✚
|
NY | 1,729.5 M |
|
Annis Gardner Whiting Capital Advisors LLC
✚
|
FL | 1,726.8 M |
|
Liberty Wealth Management LLC
✚
|
CA | 1,725.4 M |
|
Novem Group
✚
|
NY | 1,717.6 M |
|
Accurate Wealth Management LLC
✚
|
FL | 1,710.3 M |