Updated:Jun 3, 2026

Slosberg Financial Solutions

Slosberg Financial Solutions is a US-based RIA providing wealth management and financial planning to high-net-worth clients.

Slosberg Financial Solutions

SLOSBERG FINANCIAL SOLUTIONS, LLC is an SEC-registered investment adviser. It has one employee and one investment adviser. The firm is owned by Slosberg.

General information

Firm type

RIA

Year founded

—

AUM

Undisclosed

Location

Region

North America

Country

City

—

Corporate office

—

What services does Slosberg Financial Solutions offer?

The firm offers financial planning, investment management, and wealth advisory services tailored to high-net-worth families and individuals. Its approach typically involves customized portfolio construction and long-term client relationships.

How does Slosberg Financial Solutions deploy capital?

The firm invests across a mix of public equities, fixed income, and alternative investments. The specific allocation depends on client risk profiles and objectives.

Is Slosberg Financial Solutions a single-family office?

No. Slosberg Financial Solutions is registered as a registered investment advisor (RIA) and appears to serve multiple clients rather than a single family. Its structure is more akin to a boutique wealth manager.

What is the geographic focus of Slosberg Financial Solutions?

The firm is based in the United States. No additional office locations or international expansion are publicly documented.

Does Slosberg Financial Solutions publicly disclose its AUM?

No. The firm does not publish a standard AUM figure. Its effective asset base remains undisclosed, consistent with many small RIAs.

Who leads Slosberg Financial Solutions?

Named principals are not publicly available via the sources consulted. The firm appears to operate with limited public-facing documentation.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.