SLATESTONE WEALTH LLC
Latest filing: Mar 28, 2025 (110 days ago)
AUM
$1,653,938,437
21% change vs. 1 year ago
65% change vs. 3 years ago
59% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
29
21% change vs. 1 year ago
26% change vs. 3 years ago
7% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
JUPITER, FL
661 UNIVERSITY BLVD, JUPITER, FL, UNITED STATES, 33458
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $1.6 |
| Non-Discretionary | $0.0 |
| Total | $1.7 |
| Client | AUM |
|---|---|
| Retail | $1.4 |
| Pooled | $0.0 |
| Institutional | $0.3 |
| Total | $1.7 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 285 | $0.2 |
| Average Individual AUM | $545,299 | |
| HNW | 246 | $1.2 |
| Average HNW AUM | $4,989,275 | |
| Retail Total | 531 | $1.4 |
| Average Retail AUM | $2,604,090 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $0.9 |
| RBC CAPITAL MARKETS, LLC | NEW YORK-NY-USA | $0.2 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $1.7 |
| Retail SMA AUM | $1.4 |
| Institutional SMA AUM | $0.3 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 57% | $0.9 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 8% | $0.1 |
| Municipal | 3% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 1% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 15% | $0.2 |
| Other Pools | 0% | $0.0 |
| Cash | 10% | $0.2 |
| Other | 6% | $0.1 |
| Total | 100% | $1.7 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| TERRI KING | $0.0 | accountancy | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
8 active
| Name | Title |
|---|---|
| DANIELS, SHARON, ANNE | MANAGING MEMBER, FOUNDER, CO-CEO |
| TYLANDER, PATRICK, EDWARD | MANAGING MEMBER, FOUNDER, CO-CEO |
| KLEINER, MILAGROS (NMN) | CHIEF COMPLIANCE OFFICER |
| PAYNE, DANIEL, DOYCE | CHIEF INVESTMENT OFFICER |
| HARKIN, DENNIS, PATRICK | CHIEF OPERATING OFFICER |
ADVDB.CO • SOURCE: SEC
Representatives
20 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| SHARON DANIELS | JUPITER | FL | S63|1987-03-06|S65|1995-03-30 | ||||||
| ROBERT LEVIN | JUPITER | FL | S63|1996-04-08|S65|1996-04-12 | ||||||
| ELLIOTT BOTTOMS | JUPITER | FL | S65|2022-12-13 | ||||||
| JASON JOANIS | JUPITER | FL | S63|1998-08-19|S65|1999-12-15 | CHARTERED FINANCIAL ANALYST | |||||
| KIMBERLY PIERCE | JUPITER | FL | CHARTERED FINANCIAL ANALYST | ||||||
| LISA TOMCZAK | JUPITER | FL | S63|1994-05-31|S66|2007-05-24 | ||||||
| DENNIS HARKIN | JUPITER | FL | S63|2011-02-15|S66|2005-02-17|S65|2020-10-17 | ||||||
| THOMAS GRIFFIN | JUPITER | FL | S63|1984-11-30 | ||||||
| MICHAEL COADY | JUPITER | FL | S65|2023-11-06 | ||||||
| JENNIFER RIDLEY HANSON | JUPITER | FL | S63|1994-12-06|S66|2006-06-22 | CERTIFIED FINANCIAL PLANNER | |||||
| RYAN ERICKSON | JUPITER | FL | S65|1994-03-18 | CHARTERED FINANCIAL ANALYST | |||||
| CHARLES DANIELS | JUPITER | FL | S66|2007-12-21|S65|2021-01-25 | ||||||
| KENNETH POLCARI | JUPITER | FL | S63|1994-01-11|S65|2023-12-05 | ||||||
| RUSSELL O'BRIEN | JUPITER | FL | S63|1990-08-27|S65|2012-06-01 | CERTIFIED FINANCIAL PLANNER | |||||
| TROY SOREL | JUPITER | FL | S66|2012-07-10 | ||||||
| JACOB METRO | JUPITER | FL | S65|2024-02-27 | ||||||
| DANIEL DEVINE | JUPITER | FL | S63|1982-07-12|S65|1994-06-20 | CHARTERED FINANCIAL ANALYST | |||||
| DANIEL PAYNE | JUPITER | FL | S63|2007-10-11|S65|1998-09-01|S66|2014-02-27 | CHARTERED FINANCIAL ANALYST | |||||
| JOSHUA RUDOLPH | JUPITER | FL | CERTIFIED FINANCIAL PLANNER | ||||||
| TERRI KING | JUPITER | FL | S66|2012-01-17 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $1.7 | $0.0 | 0% | 29 | 0 | 0% |
| 2025-04-21 | $1.7 | $0.0 | 0% | 29 | 0 | 0% |
| 2024-04-02 | $1.4 | $0.3 | 21% | 24 | 5 | 21% |
| 2023-04-04 | $1.0 | $0.7 | 74% | 23 | 6 | 26% |
| 2022-04-01 | $1.0 | $0.6 | 65% | 23 | 6 | 26% |
| 2021-04-05 | $0.8 | $0.8 | 96% | 20 | 9 | 45% |
| 2020-04-01 | $1.0 | $0.6 | 59% | 27 | 2 | 7% |
| 2019-04-01 | $0.5 | $1.1 | 219% | 23 | 6 | 26% |
| 2018-04-02 | $0.3 | $1.4 | 475% | 18 | 11 | 61% |
| 2017-04-01 | $0.0 | $0.0 | 0% | 3 | 26 | 867% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| FL, AL-04/09/2021, AZ-09/25/2023, CA-06/09/2017, CO-06/24/2019, CT-06/09/2017, FL-02/24/2017, GA-08/23/2023, IL-06/24/2020, MA-05/25/2018, MD-08/23/2023, MN-03/20/2024, NC-06/09/2017, NH-03/01/2024, NJ-06/27/2017, NY-06/09/2017, TX-10/19/2017, WI-01/04/2019 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV