Slatestone Wealth LLC
● SEC registered since 2017CRD 286669SEC# 801-110003Jupiter, FL
Reg. AUM
$1.76B
Employees
28
Accounts
1,580
Location
Jupiter, FL
Slatestone Wealth LLC assets under management
Slatestone Wealth LLC is an investment advisory firm registered with the SEC based in Jupiter, FL. The firm has been registered since 2017. It reports $1.8 billion in regulatory assets under management and employs 28 people.
Slatestone Wealth LLC owners & executives
34 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Doyce Payne | Chief Investment Officer | 5-10% | 2023 |
| Dennis Patrick Harkin | Chief Operating Officer | Under 5% | 2024 |
| Michael Doyle McCorkle | Chief Compliance Officer | Under 5% | 2026 |
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Join to unlock · $37/moFrequently asked questions
How much does Slatestone Wealth LLC manage?
Slatestone Wealth LLC reports $1.8 billion in regulatory assets under management on its Form ADV.
How many employees does Slatestone Wealth LLC have?
Slatestone Wealth LLC reports 28 employees.
Where is Slatestone Wealth LLC located?
Slatestone Wealth LLC is based in Jupiter, FL and has been SEC-registered since 2017.
Does Slatestone Wealth LLC disclose fund performance?
Slatestone Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 661 University Blvd, Suite 100, Jupiter, FL 33458 |
| Phone | 561-244-2504 |
| Fax | 561-584-6945 |
| Office hours | By Appointment |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1764049 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$1.76B▲ 7%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 24%
Larger than 76% of 16,271 advisers
EmployeesTop 19%
More than 81% of 16,825 advisers
Assets under management
$1.76Bregulatory AUM
Discretionary $1.75BNon-discretionary $17.8M