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Slaten Wealth Management
Slaten Wealth Management is a Lubbock-based fee-only RIA founded by Kyle Slaten, providing financial planning and investment management.
Slaten Wealth Management
Kyle Slaten founded Slaten Wealth Management in Lubbock, Texas, establishing a fee-only registered investment advisor that operates independently. The firm's wealth origin is not publicly disclosed, but the business model centers on fiduciary-based financial advice rather than proprietary product sales. Slaten Wealth Management offers financial planning, retirement planning, and investment management across asset classes including equities, fixed income, and mutual funds. The firm does not publicly disclose specific portfolio companies or co-investments, focusing instead on traditional asset allocation and client-specific strategies. Geographic footprint is primarily West Texas, with no named additional offices or international exposure. The firm does not publicly disclose total professionals count or team size. No adjacent vehicles — philanthropic foundations, real-asset arms, or club memberships — have been identified. Recent operational events are unavailable from public sources. Slaten Wealth Management's structural differentiator is its fee-only model, which avoids conflicts of interest inherent in commission-based advice. The firm's independence as a small RIA allows for personalized service, but its scale and specific investment strategies remain opaque.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Lubbock
Corporate office
Lubbock, TX, United States
Principals
Kyle Slaten
Founder and Wealth Advisor
Sector focus
Frequently asked questions
Who runs investment decisions at Slaten Wealth Management?
Kyle Slaten serves as the founder and wealth advisor, overseeing investment decisions for the firm. Public records do not indicate any additional investment committee or CIO structure.
Is Slaten Wealth Management structured as a single family office or an RIA?
The firm operates as a Registered Investment Advisor (RIA), not a family office. It provides financial planning and investment advisory services to clients on a fee-only basis.
Does Slaten Wealth Management participate in fund commitments or only direct deals?
The firm does not publicly disclose its investment vehicle structure. As a wealth management RIA, it likely uses mutual funds, ETFs, and separate accounts rather than making direct private equity deals.
What investment stages does Slaten Wealth Management typically target?
Public information does not specify stage preferences. The firm's focus on financial planning suggests a long-term, diversified approach rather than venture-stage investing.
Which sectors does Slaten Wealth Management explicitly avoid?
The firm does not publicly disclose any sector-specific exclusions. Its investment approach appears to be broad and client-driven.
How is Slaten Wealth Management related to any parent or related entity?
No parent company or related entities have been publicly identified. The firm appears to operate as an independent RIA under Kyle Slaten's ownership.
Does Slaten Wealth Management maintain philanthropic structures?
No philanthropic foundations or charitable vehicles linked to the firm have been publicly disclosed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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