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Sharon Anne Daniels

Founder, Co-Ceo/CcoSlatestone Wealth LLCCRD 1242783

About Sharon Anne Daniels

Sharon Anne Daniels is listed as Founder, Co-Ceo/Cco at Slatestone Wealth LLC in Jupiter, FL. Form ADV reports a beneficial ownership band of Under 5%. Sharon Anne Daniels is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Slatestone Wealth LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Sharon Anne Daniels work?

Sharon Anne Daniels is listed as Founder, Co-Ceo/Cco at Slatestone Wealth LLC on SEC Form ADV.

How much of Slatestone Wealth LLC does Sharon Anne Daniels own?

Form ADV reports a beneficial ownership band of Under 5%.

Slatestone Wealth LLC

TitleFounder, Co-Ceo/Cco
OwnershipUnder 5%
Control personYes
Since2017
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Slatestone Wealth LLC

TitleManaging Member
Ownership25-50%
Control personYes
Since2021
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