Slavic Wealth Management, Inc.
● SEC registered since 2023CRD 327929SEC# 801-129024Boca Raton, FL
Reg. AUM
—
Employees
18
Accounts
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Location
Boca Raton, FL
Slavic Wealth Management, Inc. assets under management
Slavic Wealth Management, Inc. is an investment advisory firm registered with the SEC based in Boca Raton, FL. The firm has been registered since 2023. It employs 18 people.
Slavic Wealth Management, Inc. owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Julius Slavic Control | Chief Executive Officer/Chief Compliance Officer | Under 5% | 2023 |
| Russell Lee Forkey | Staff Attorney | Under 5% | 2025 |
| Slavic401k Holdings, LLC Control | Holding Company | Over 75% | 2024 |
| Slavic401k, Inc. Control | Holding Company | Over 75% | 2024 |
| John Julius Slavic Control | Shareholder | Over 75% | 2025 |
| Slavic Constellation, LLC Control | Shareholder | 25-50% | 2025 |
| Slavic401k Holdings, LLC Control | Shareholder | Over 75% | 2024 |
| Slavic401k Intermediate, Inc. Control | Shareholder | Over 75% | 2024 |
| Slavic401k Parent, LLC Control | Shareholder | Over 75% | 2025 |
| Trispan of 02 LP Control | Shareholder | 50-75% | 2025 |
Frequently asked questions
How many employees does Slavic Wealth Management, Inc. have?
Slavic Wealth Management, Inc. reports 18 employees.
Where is Slavic Wealth Management, Inc. located?
Slavic Wealth Management, Inc. is based in Boca Raton, FL and has been SEC-registered since 2023.
Does Slavic Wealth Management, Inc. disclose fund performance?
Slavic Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1075 Broken Sound Parkway NW, Suite 100, Boca Raton, FL 33487-3540 |
| Phone | 561-241-9244 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 26%
More than 74% of 16,824 advisers