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Slaten Wealth Management
Slaten Wealth Management is a ria based in Anaheim; the Altss profile covers its classification, headquarters, registration, AUM band, and key contacts for...
Slaten Wealth Management
A unique wealth managment firm that fully intergrates Estate Planning, Tax Planning, and Investment Management.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Anaheim
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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