SLAVIC WEALTH MANAGEMENT, INC.

RIASEC RegisteredEst. 2023
Total AUM
Avg account
$0
Accounts
0
Employees
18
Advisory reps
2

Firm details

Headquarters
BOCA RATON, Florida
CRD number
327929
Registered since
November 24, 2023
Fee structure
Percentage of AUM
Services
Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Slavic Wealth Management, Inc. is organized as a corporation and is recorded as SEC-registered in 2023. The firm charges fees as a percentage of assets under management and identifies itself as a capital allocator with a role that includes selecting outside advisers. Its advisory services span portfolio management for individuals and small businesses as well as for business and institutional clients. The firm is marked as having a related adviser relationship. It is not classified as an active ESG investor, is not a multi-state adviser, and is not identified as a pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • JOHN SLAVIC

    President and Chief Executive OfficerCRD 1651153

Contacts

1 of 1
  • RUSSELL FORKEY

    CRD 8095764

Wealth teams

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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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Location

Primary office

BOCA RATON, FL

PALM BEACH

Location

BOCA RATON, FL

Headquartered in BOCA RATON, 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
1075 Broken Sound Pkwy NW
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth