Slatestone Wealth LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Jupiter, FL. Its latest Form ADV filing, dated March 26, 2026, reports $1.8B in regulatory assets under management, 28 employees, 2 offices, and 1,580 accounts.
Assets Under Management
$1.8B
Employees
28
Offices
2 offices
Total Clients
563
Primary office
JUPITER, FL
661 UNIVERSITY BLVD, SUITE 100, JUPITER, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 54.2% of total clients.
Top client categories% of clientsClients
1
HNWI
54.2%
305
2
Individuals
44.9%
253
3
Charitable
0.5%
3
4
Corporations
0.4%
2
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.8Bas of March 26, 2026
Discretionary99.0%
$1.7B
99% of total RAUM99.0%
Non-discretionary1.0%
$18M
1% of total RAUM1.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.8B
Total Accounts1,580
10Y AUM Change+$1.8B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees28
Clients per Employee20:1
10Y Employee Change+25 (+833.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.