Slatestone Wealth LLC

RIASEC RegisteredEst. 2017
Total AUM
$1.8B
Discretionary
$1.7B
99% of AUM
Avg account
$1.1M
Accounts
1,580
Employees
28
Advisory reps
19

Firm details

Headquarters
Jupiter, Florida
CRD number
286669
Registered since
February 24, 2017
Website
slatestone.com
Custodians
CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI78.18%
  • Charitable Organizations16.33%
  • Individuals5.46%
  • Corporations / Businesses0.03%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Slatestone Wealth LLC is an independent registered investment adviser formed in 2017 that serves both individual and institutional clients. The firm functions as a capital allocator, combining financial planning and portfolio management for individuals and small businesses with selection of external managers. Its advisory services also include publishing periodicals or newsletters and running educational seminars and workshops. Compensation arrangements include percentage-of-assets, hourly charges, and fixed fees. Slatestone does not position itself as an active ESG investor and reports an industry affiliation with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 71%, US Government Bonds 8%, Cash & Cash Equivalents 8%, Public Funds/Mutual Funds 6%, Other 5%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%71%
  • Exchange Traded Equities71%
  • US Government Bonds8%
  • Cash & Cash Equivalents8%
  • Public Funds/Mutual Funds6%
  • Other5%

Owners & executives

3 of 8
  • Daniel Payne

    Daniel Payne

    Chief Investment Officer & PartnerCRD 3126312

  • Sharon Daniels

    Sharon Daniels

    Co-founder & Co-CEOCRD 1242783

  • Patrick Tylander

    Patrick Tylander

    Founder and Co-CEOCRD 5515799

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Contacts

3 of 11
  • Troy Sorel

    Troy Sorel

    Senior Financial Advisor, PartnerCRD 5685101

  • Kimberly Pierce

    Kimberly Pierce

    Senior Portfolio Manager, PartnerCRD 4642159

  • Jason Joanis

    Jason Joanis

    Director of InvestmentsCRD 3082713

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 99

Active vs passive

$418M in ETFs

Passive

79%

$328M

Active

17%

$89.9M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES MSCI USA QUALITY FACTOR ETF (QUAL)BlackRockPassiveLarge Blend$45.3M206,34510.83%
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Location

Primary office

Jupiter, FL

Palm Beach

Location

Jupiter, FL

Headquartered in Jupiter, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Palm Beach
Address
661 University Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth