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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
RIA
Location
Region
North America
Country
United States
City
Boca Raton
Corporate office
Chicago, IL, United States
Principals
Alex Slavic
President
Sector focus
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.
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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