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Slavic Wealth Management, Inc.

● SEC registered since 2023CRD 327929SEC# 801-129024Boca Raton, FL
Export (members)
Reg. AUM
Employees
18
Accounts
Location
Boca Raton, FL

Slavic Wealth Management, Inc. assets under management

Slavic Wealth Management, Inc. is an investment advisory firm registered with the SEC based in Boca Raton, FL. The firm has been registered since 2023. It employs 18 people.

Slavic Wealth Management, Inc. owners & executives

5 reported
NameTitleOwnershipSince
John Julius Slavic ControlChief Executive OfficerUnder 5%2023
Russell Lee ForkeyChief Compliance Officer/Staff AttorneyUnder 5%2025
Slavic401k Holdings, LLC ControlHolding CompanyOver 75%2024
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Frequently asked questions

How many employees does Slavic Wealth Management, Inc. have?

Slavic Wealth Management, Inc. reports 18 employees.

Where is Slavic Wealth Management, Inc. located?

Slavic Wealth Management, Inc. is based in Boca Raton, FL and has been SEC-registered since 2023.

Does Slavic Wealth Management, Inc. disclose fund performance?

Slavic Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1075 Broken Sound Parkway NW, Suite 100, Boca Raton, FL 33487
Phone561-241-9244
Office hours9:00 a.m. To 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo