Slatestone Wealth LLC

CRD 286669 · Jupiter, FL · $1.8B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 286669
SEC number: 801-110003
Firm type: RIA
Assets under management: $1.8B as of Jun 3, 2026
Website: www.facebook.com/SLATESTONEWEALTH ↗
Phone: 561-244-2504
Address: 661 University Blvd, Jupiter, FL, 33458

Advisors at this firm

17 in our index · page 1 of 1

Michael Joseph CoadyCRD 7754478 · Milton, GA

IA Registered
Charles John DanielsCRD 5438221 · Jupiter, FL

IA Registered
Sharon Anne DanielsCRD 1242783 · Jupiter, FL

IA Registered
Ryan Daniel EricksonCRD 2471849 · Madison, WI

IA Registered
Erin Katherine Gibbs-MatheyCRD 2932707 · Jupiter, FL

IA Registered
Dennis Patrick HarkinCRD 4871754 · Jupiter, FL

IA Registered
Jason Wayne JoanisCRD 3082713 · Madison, WI

IA Registered
Robert LevinCRD 2713527 · Wimauma, FL

IA Registered
Jacob Anthony MetroCRD 5307318 · Jupiter, FL

IA Registered
Russell William O'brienCRD 2084727 · Jupiter, FL

IA RegisteredRegistration inactive
Daniel Doyce PayneCRD 3126312 · Jupiter, FL

IA RegisteredRegistration inactive

Disclosure event(s) on record
Kimberly Lynne PierceCRD 4642159 · Jupiter, FL

IA Registered
Kenneth PolcariCRD 2050601 · Jupiter, FL

IA RegisteredRegistration inactive
Jennifer Laurel Ridley HansonCRD 2563633 · Madison, WI

IA RegisteredRegistration inactive
Joshua Brett RudolphCRD 4314385 · Davie, FL

IA RegisteredRegistration inactive

Disclosure event(s) on record
Troy Canner SorelCRD 5685101 · Davie, FL

IA Registered
Lisa Lynn TomczakCRD 2469208 · Jupiter, FL

IA Registered

Disclosure event(s) on record

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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