| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Doyce Payne | Chief Investment Officer | 5-10% | 2023 |
| Dennis Patrick Harkin | Chief Operating Officer | Under 5% | 2024 |
| Patrick Edward Tylander Control | Founder, Co-Ceo | Under 5% | 2017 |
Slatestone Wealth LLC reports $1.7 billion in regulatory assets under management on its Form ADV.
Slatestone Wealth LLC reports 29 employees.
Slatestone Wealth LLC is based in Jupiter, FL and has been SEC-registered since 2017.
Slatestone Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 661 University Blvd, Suite 100, Jupiter, FL 33458 |
| Phone | 561-244-2504 |
| Fax | 561-584-6945 |
| Office hours | By Appointment |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1764049 |
| Discloses disciplinary history | Yes |
| Discretionary | $1.64B |
| Non-discretionary | $17.3M |
| Total (RAUM) | $1.65B |