SEC Form ADV · CIK 1764049

SLATESTONE WEALTH LLC

Registered Investment AdviserFL
$1.8B
Assets Under Management
1,580
Total Clients
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Registration Details

CIK
1764049
Accession
CRD-286669
Location
JUPITER, FL
Filing Date
March 26, 2026
AUM
$1.8B
Total Clients
1,580
Amendment
No

About this Adviser

SLATESTONE WEALTH LLC is a registered investment adviser headquartered in JUPITER, FL, managing approximately $1.8B in assets across 1,580 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.