# Slaten Wealth Management

Slaten Wealth Management is a RIA based in Anaheim, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Anaheim, United States
- **Region:** North America
- **Address:** Lubbock, TX, United States
- **Assets under management:** Undisclosed
- **Website:** slatenwealthmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/slaten-wealth-management

## Regulatory record

- **CRD number:** 322802
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/322802

## About

Slaten Wealth Management is a unique wealth management firm that fully integrates Estate Planning and Tax Planning with Investment Management. They offer those services under one roof so plans are fully integrated to maximize income and minimize taxes. The firm is a Registered Investment Adviser offering investment advisory and financial planning services, and has partnered with Simplicity Wealth to deliver institutional-level investing and portfolio technologies.

## Sectors

- Wealth Management
- Financial Planning
- Retirement Planning

## People

- Kyle Slaten — Founder and Wealth Advisor

## 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.

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Last updated: 2026-08-11T15:08:11.274Z

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