Data / Investment advisers / Florida / Slatestone Wealth LLC
Slatestone Wealth LLC, Jupiter, FL: $1.8 billion AUM, SEC registered investment adviser
Slatestone Wealth LLC is an SEC registered investment adviser with its main office in Jupiter, Florida and reports $1.8 billion in regulatory assets under management in its Form ADV filed June 3, 2026. Its clients include high net worth individuals, charitable organizations and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 286669
- SEC file number
- 801-110003
- SEC status
- Approved, effective February 24, 2017
- Main office
- 661 University Blvd Suite 100, Jupiter, FL 33458
- Phone
- (561) 244-2504
- Regulatory AUM
- $1,763,081,657 in the Form ADV filed June 3, 2026
- Discretionary AUM
- $1,745,307,341
- Non discretionary AUM
- $17,774,316
- Accounts
- 1,580
- Employees
- 28, of which 19 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 2
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- June 3, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 305 | $1.38 billion |
| Charitable organizations | 3 | $287.9 million |
| Individuals (other than high net worth individuals) | 253 | $96.2 million |
| Corporations or other businesses | 2 | $577,260 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.76 billion | March 26, 2026 |
| December 1, 2025 | $1.65 billion | June 24, 2025 |
Other advisers in Jupiter
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Voloridge | Jupiter | $36.17 billion | 5 | adviserinfo.sec.gov |
| Inlet Private Wealth, LLC | Jupiter | $608.1 million | Not listed | adviserinfo.sec.gov |
| Daher Capital Group, LLC | Jupiter | $490 million | Not listed | adviserinfo.sec.gov |
| Cayside Partners | Jupiter | $438 million | 1 | adviserinfo.sec.gov |
| Core Wealth Management, Inc. | Jupiter | $404.7 million | Not listed | adviserinfo.sec.gov |
| One + One Wealth Management, LLC | Jupiter | $383 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Jupiter, FL
- Investment advisers in Florida
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving charitable organizations
- Slatestone Wealth LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.