SLAVIC WEALTH MANAGEMENT, INC.
CRD #327929 SEC #801-129024 BOCA RATON, FL 561-241-9244
SEC Registered
Total AUM
--
Discretionary
--
Employees
18
Clients
--
Accounts
--
Firm Details
- Organization Type
- Corporation
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 16, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FERGUSON, HENRY, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FERGUSON, HENRY, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FERGUSON, HENRY, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FERGUSON, HENRY, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FERGUSON, HENRY, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | |
| FERGUSON, HENRY, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FERGUSON, HENRY, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | |
| FERGUSON, HENRY, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | |
| FORKEY, RUSSELL, LEE | I | CHIEF COMPLIANCE OFFICER/STAFF ATTORNEY | NA | |
| HERLIHY, DAVID, E | I | PRESIDENT | NA | Control |
| HERLIHY, DAVID, E | I | PRESIDENT | NA | Control |
| HERLIHY, DAVID, E | I | PRESIDENT | NA | Control |
| HERLIHY, DAVID, E | I | PRESIDENT | NA | Control |
| HERLIHY, DAVID, E | I | PRESIDENT | NA | Control |
| SCHOENMAKER, JAMES, MARTIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SLAVIC, JOHN, JULIUS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SLAVIC, JOHN, JULIUS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SLAVIC, JOHN, JULIUS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SLAVIC, JOHN, JULIUS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SLAVIC, JOHN, JULIUS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SLAVIC, JOHN, JULIUS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SLAVIC, JOHN, JULIUS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SLAVIC, JOHN, JULIUS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SLAVIC, JOHN, JULIUS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SLAVIC, JOHN, JULIUS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| JOHN SLAVIC REVOCABLE TRUST | DE | SHAREHOLDER | E | Control |
| JOHN SLAVIC REVOCABLE TRUST | DE | SHAREHOLDER | E | Control |
| JOHN SLAVIC REVOCABLE TRUST | DE | SHAREHOLDER | E | Control |
| JOHN SLAVIC REVOCABLE TRUST | DE | SHAREHOLDER | E | Control |
| JOHN SLAVIC REVOCABLE TRUST | DE | SHAREHOLDER | E | Control |
| JOHN SLAVIC REVOCABLE TRUST | DE | SHAREHOLDER | E | Control |
| JOHN SLAVIC REVOCABLE TRUST | DE | SHAREHOLDER | E | Control |
| SLAVIC401K HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| SLAVIC401K HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| SLAVIC401K HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| SLAVIC, JOHN, JULIUS | I | JOHN SLAVIC REVOCABLE TRUST | E | Control |
| SLAVIC, JOHN, JULIUS | I | JOHN SLAVIC REVOCABLE TRUST | E | Control |
| SLAVIC, JOHN, JULIUS | I | JOHN SLAVIC REVOCABLE TRUST | E | Control |
| SLAVIC, JOHN, JULIUS | I | JOHN SLAVIC REVOCABLE TRUST | E | Control |
| SLAVIC, JOHN, JULIUS | I | JOHN SLAVIC REVOCABLE TRUST | E | Control |
| SLAVIC, JOHN, JULIUS | I | JOHN SLAVIC REVOCABLE TRUST | E | Control |
| SLAVIC, JOHN, JULIUS | I | JOHN SLAVIC REVOCABLE TRUST | E | Control |
| SLAVIC, JOHN, JULIUS | I | SLAVIC401K HOLDINGS, LLC | D | Control |
Registrations
Federal
IA
May 16, 2025 REGISTERED
Notice Filings (6)
FL IL LA MA MI TX
Address
1075 BROKEN SOUND PARKWAY NWSUITE 100
BOCA RATON, FL 33487
United States
Phone: 561-241-9244