SLATESTONE WEALTH LLC
CRD #286669 SEC #801-110003 JUPITER, FL 561-244-2504
SEC Registered Disclosures
Total AUM
$1.7B
Discretionary
$1.6B
Employees
29
Clients
26
Accounts
1,543
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $1.7B | $1.6B | $17.3M | 29 | 0 |
| Mar 2025 | $1.7B | $1.6B | $17.3M | 29 | 0 |
| Nov 2024 | $1.4B | $1.3B | $29.9M | 29 | 15 |
| Oct 2024 | $1.4B | $1.3B | $29.9M | 29 | 15 |
| Jun 2024 | $1.4B | $1.3B | $29.9M | 29 | 15 |
| Mar 2024 | $1.4B | $1.3B | $29.9M | 24 | 15 |
| Mar 2024 | $1.4B | $1.3B | $29.9M | 24 | 15 |
| Mar 2024 | $1.4B | $1.3B | $29.9M | 24 | 15 |
| Sep 2023 | $952.3M | $939.2M | $13.1M | 23 | 424 |
| Sep 2023 | $952.3M | $939.2M | $13.1M | 23 | 424 |
| Aug 2023 | $952.3M | $939.2M | $13.1M | 23 | 424 |
| Aug 2023 | $952.3M | $939.2M | $13.1M | 23 | 424 |
| Jun 2023 | $952.3M | $939.2M | $13.1M | 23 | 424 |
| Jun 2023 | $952.3M | $939.2M | $13.1M | 23 | 424 |
| Apr 2023 | $952.3M | $939.2M | $13.1M | 23 | 424 |
| Feb 2023 | $952.3M | $939.2M | $13.1M | 23 | 424 |
| Jan 2023 | $1B | $942.8M | $62.6M | 23 | 410 |
| Oct 2022 | $1B | $942.8M | $62.6M | 23 | 410 |
| Aug 2022 | $1B | $942.8M | $62.6M | 23 | 410 |
| Mar 2022 | $1B | $942.8M | $62.6M | 23 | 410 |
| Jan 2022 | $845.4M | $838.9M | $6.6M | 20 | 398 |
| Apr 2021 | $845.4M | $838.9M | $6.6M | 20 | 398 |
| Mar 2021 | $845.4M | $838.9M | $6.6M | 20 | 398 |
| Nov 2020 | $1B | $1B | $12.8M | 27 | 650 |
| Sep 2020 | $1B | $1B | $12.8M | 27 | 650 |
| Jun 2020 | $1B | $1B | $12.8M | 27 | 650 |
| Mar 2020 | $1B | $1B | $12.8M | 27 | 650 |
| Jan 2020 | $518.1M | $517.9M | $110.4K | 23 | 350 |
| Oct 2019 | $518.1M | $517.9M | $110.4K | 23 | 350 |
| Jun 2019 | $518.1M | $517.9M | $110.4K | 23 | 350 |
| Jun 2019 | $518.1M | $517.9M | $110.4K | 23 | 350 |
| May 2019 | $518.1M | $517.9M | $110.4K | 23 | 350 |
| Mar 2019 | $518.1M | $517.9M | $110.4K | 23 | 350 |
| Jan 2019 | $566.5M | $565.8M | $684.4K | 23 | 359 |
| Oct 2018 | $566.5M | $565.8M | $684.4K | 18 | 359 |
| Jul 2018 | $287.9M | $287.9M | $0 | 18 | 359 |
| May 2018 | $287.9M | $287.9M | $0 | 18 | 359 |
| Mar 2018 | $287.9M | $287.9M | $0 | 18 | 359 |
| Oct 2017 | $220.5M | $213.7M | $6.8M | 12 | 0 |
| Jun 2017 | $220.5M | $213.7M | $6.8M | 12 | 0 |
| Jun 2017 | $220.5M | $213.7M | $6.8M | 12 | 0 |
DateJun 2025
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$17.3M
Employees29
Clients0
DateMar 2025
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$17.3M
Employees29
Clients0
DateNov 2024
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$29.9M
Employees29
Clients15
DateOct 2024
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$29.9M
Employees29
Clients15
DateJun 2024
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$29.9M
Employees29
Clients15
DateMar 2024
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$29.9M
Employees24
Clients15
DateMar 2024
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$29.9M
Employees24
Clients15
DateMar 2024
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$29.9M
Employees24
Clients15
DateSep 2023
Total AUM$952.3M
Discretionary$939.2M
Non-Disc.$13.1M
Employees23
Clients424
DateSep 2023
Total AUM$952.3M
Discretionary$939.2M
Non-Disc.$13.1M
Employees23
Clients424
DateAug 2023
Total AUM$952.3M
Discretionary$939.2M
Non-Disc.$13.1M
Employees23
Clients424
DateAug 2023
Total AUM$952.3M
Discretionary$939.2M
Non-Disc.$13.1M
Employees23
Clients424
DateJun 2023
Total AUM$952.3M
Discretionary$939.2M
Non-Disc.$13.1M
Employees23
Clients424
DateJun 2023
Total AUM$952.3M
Discretionary$939.2M
Non-Disc.$13.1M
Employees23
Clients424
DateApr 2023
Total AUM$952.3M
Discretionary$939.2M
Non-Disc.$13.1M
Employees23
Clients424
DateFeb 2023
Total AUM$952.3M
Discretionary$939.2M
Non-Disc.$13.1M
Employees23
Clients424
DateJan 2023
Total AUM$1B
Discretionary$942.8M
Non-Disc.$62.6M
Employees23
Clients410
DateOct 2022
Total AUM$1B
Discretionary$942.8M
Non-Disc.$62.6M
Employees23
Clients410
DateAug 2022
Total AUM$1B
Discretionary$942.8M
Non-Disc.$62.6M
Employees23
Clients410
DateMar 2022
Total AUM$1B
Discretionary$942.8M
Non-Disc.$62.6M
Employees23
Clients410
DateJan 2022
Total AUM$845.4M
Discretionary$838.9M
Non-Disc.$6.6M
Employees20
Clients398
DateApr 2021
Total AUM$845.4M
Discretionary$838.9M
Non-Disc.$6.6M
Employees20
Clients398
DateMar 2021
Total AUM$845.4M
Discretionary$838.9M
Non-Disc.$6.6M
Employees20
Clients398
DateNov 2020
Total AUM$1B
Discretionary$1B
Non-Disc.$12.8M
Employees27
Clients650
DateSep 2020
Total AUM$1B
Discretionary$1B
Non-Disc.$12.8M
Employees27
Clients650
DateJun 2020
Total AUM$1B
Discretionary$1B
Non-Disc.$12.8M
Employees27
Clients650
DateMar 2020
Total AUM$1B
Discretionary$1B
Non-Disc.$12.8M
Employees27
Clients650
DateJan 2020
Total AUM$518.1M
Discretionary$517.9M
Non-Disc.$110.4K
Employees23
Clients350
DateOct 2019
Total AUM$518.1M
Discretionary$517.9M
Non-Disc.$110.4K
Employees23
Clients350
DateJun 2019
Total AUM$518.1M
Discretionary$517.9M
Non-Disc.$110.4K
Employees23
Clients350
DateJun 2019
Total AUM$518.1M
Discretionary$517.9M
Non-Disc.$110.4K
Employees23
Clients350
DateMay 2019
Total AUM$518.1M
Discretionary$517.9M
Non-Disc.$110.4K
Employees23
Clients350
DateMar 2019
Total AUM$518.1M
Discretionary$517.9M
Non-Disc.$110.4K
Employees23
Clients350
DateJan 2019
Total AUM$566.5M
Discretionary$565.8M
Non-Disc.$684.4K
Employees23
Clients359
DateOct 2018
Total AUM$566.5M
Discretionary$565.8M
Non-Disc.$684.4K
Employees18
Clients359
DateJul 2018
Total AUM$287.9M
Discretionary$287.9M
Non-Disc.$0
Employees18
Clients359
DateMay 2018
Total AUM$287.9M
Discretionary$287.9M
Non-Disc.$0
Employees18
Clients359
DateMar 2018
Total AUM$287.9M
Discretionary$287.9M
Non-Disc.$0
Employees18
Clients359
DateOct 2017
Total AUM$220.5M
Discretionary$213.7M
Non-Disc.$6.8M
Employees12
Clients0
DateJun 2017
Total AUM$220.5M
Discretionary$213.7M
Non-Disc.$6.8M
Employees12
Clients0
DateJun 2017
Total AUM$220.5M
Discretionary$213.7M
Non-Disc.$6.8M
Employees12
Clients0