Single Family OfficeRIA · CRD 327929SEC-Registered

Updated:

Slavic Wealth Management

SLAVIC WEALTH MANAGEMENT, INC. is an SEC-registered investment adviser in Boca Raton, FL, registered since 2023. The firm employs 18 staff members and 4...

Slavic Wealth Management

SLAVIC WEALTH MANAGEMENT, INC. is an SEC-registered investment adviser in Boca Raton, FL, registered since 2023. The firm employs 18 staff members and 4 investment advisers. It operates from a single location.

General information

Firm type

Single Family Office

Location

Region

North America

Country

United States

City

Boca Raton

Corporate office

Chicago, IL, United States

Principals

Alex Slavic

President

Sector focus

Real EstatePrivate Credit

Frequently asked questions

Who runs investment decisions at Slavic Wealth Management?

Alex Slavic, the firm's President, is the sole decision-maker. The office does not employ a CIO or investment committee structure separate from the principal. External property managers, legal counsel, and loan servicers support execution, but all capital allocation authority rests with Slavic directly.

Does Slavic Wealth Management take outside capital?

No. The firm operates as a single-family office and does not accept capital from outside investors, including institutional allocators, high-net-worth individuals, or feeder platforms. All investments are funded from the family's proprietary balance sheet.

What investment stages does Slavic Wealth Management target?

The firm targets existing cash-flowing real estate assets and private credit opportunities. In real estate, it acquires stabilized residential and commercial properties rather than ground-up development. In credit, it provides asset-backed loans to small and midsize operators, typically with loan-to-value ratios below 65% and durations of 12 to 36 months.

Which geographies does the firm focus on?

The core portfolio is concentrated in the Midwest, with properties across Illinois, Indiana, and Wisconsin. The office maintains additional exposure to Sun Belt markets through local operator relationships, but its underwriting and asset management remain anchored in Chicago.

How does the firm source its private credit deals?

Deal flow comes through relationships with regional real estate brokers, property managers, and a network of Midwest-based operators who rely on private capital for bridge financing and acquisition loans. The firm does not source through investment banks, online lending platforms, or marketed processes, keeping its pipeline bilateral and relationship-driven.

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