# Slatestone Wealth

Slatestone Wealth is a Bank / Wealth / Trust based in Jupiter, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Jupiter, United States
- **Region:** North America
- **Address:** Jupiter, FL, United States
- **Founded:** 2017
- **Assets under management:** $500M - $1B (Altss estimate)
- **Website:** slatestone.com
- **LinkedIn:** https://www.linkedin.com/company/slatestone

## Regulatory record

- **CRD number:** 286669
- **SEC file number:** 801-110003
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/286669

## About

Slatestone Wealth was founded in 2017 as a registered investment advisor headquartered in Jupiter, Florida. The firm's leadership page lists an eight-person partnership team led by an unnamed Founder and Co-CEO, alongside a Founding Partner and a Chief Investment Officer. No single-family wealth origin is disclosed; the firm presents itself as a multi-client wealth management practice serving individuals, families, and entities. The firm provides discretionary and non-discretionary investment advisory services across three core pillars: custom asset management, life guidance and planning, and a women-and-wealth vertical. Its independence from broker-dealers — a criterion for the Worth Magazine Leading Advisor designation it earned in 2024 and again in 2025 — means portfolio construction is not constrained by proprietary product shelves. Team size is not published. The firm's corporate structure centers on a partnership model; titles such as Chief Operating Officer, Chief Strategy & Growth Officer, and Managing Director all carry the Partner designation. In 2026, Slatestone was named a University of Florida Gator100 honoree, recognizing it among the fastest-growing Gator-led businesses. The Worth Magazine rankings, developed with ISS Market Intelligence, rely on SEC-filed data and require AUM over $500 million and a predominantly high-net-worth client base. The firm's structural distinction lies in its dual commitment to independence and a partnership-governance model. Without a broker-dealer parent, investment decisions remain client-centric.

## Sectors

- Wealth Management
- Financial Planning
- Asset Management

## People

- Founder, Co-CEO — Founder, Co-CEO
- Founding Partner — Founding Partner
- Chief Investment Officer, Partner — Chief Investment Officer, Partner
- Chief Operating Officer, Partner — Chief Operating Officer, Partner
- Chief Strategy & Growth Officer, Partner — Chief Strategy & Growth Officer, Partner
- Chief Market Strategist, Partner — Chief Market Strategist, Partner
- Managing Director, Senior Portfolio Manager, Partner — Managing Director, Senior Portfolio Manager, Partner
- Managing Director, Sr. Wealth Advisor, Partner — Managing Director, Sr. Wealth Advisor, Partner

## Questions

### Is Slatestone Wealth independent or tied to a broker-dealer?

Slatestone operates as an independent RIA. Its inclusion on the Worth Magazine Top Registered Investment Advisor Firms list for 2024 and 2025 explicitly requires independence from broker-dealers, ensuring advice is not influenced by proprietary product agendas (per the firm, Worth Magazine disclosures).

### Does Slatestone Wealth have a disclosed AUM?

Slatestone does not publish a specific AUM on its website. However, its Worth Magazine Leading Advisor designation requires a minimum of $500 million in regulatory assets under management, placing it above that threshold (per Worth Magazine methodology).

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Last updated: 2026-08-11T02:43:31.692Z

Canonical page: https://altss.com/profile/slatestone-wealth

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology