Wealth manager, independent · Jupiter, FL
Slatestone Wealth LLC
SEC-registered investment adviser · CRD 286669 · SEC 801-110003
At a glance
Slatestone Wealth LLC is an SEC-registered investment adviser based in Jupiter, Florida, with $1.8B in regulatory assets under management as of its Form ADV filed June 3, 2026. It reports 558 individual clients, 305 of them high-net-worth, holding an average of about $2.6 million each, and 28 employees. That ranks it 625th among the nation’s 5,657 independent wealth management RIAs and 36th of 343 in Florida. It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity.
Main office 561-244-2504slatestone.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.8B
- Rank among independent wealth managers
- #625 of 5,657
- Rank among all SEC RIAs
- #3,900 of 17,210
- Rank in Florida
- #36 of 343
- Individual clients
- 558
- High-net-worth clients
- 305
- Accounts
- 1,580
- Discretionary
- 99% of AUM
- Employees
- 28
- Advisory staff
- 19
- Offices
- 3
Owners and executives on its Form ADV
- Sharon A. DanielsFounder, Co-Ceo
- Patrick E. TylanderFounder, Co-Ceo
- Daniel D. PayneChief Investment Officer
- Dennis P. HarkinChief Operating Officer
- Michael J. CoadyChief Strategy & Growth Officer, Partner
- Michael D. McCorkleChief Compliance Officer
Custody and brokerage
Broker-dealer
No broker-dealer ties
Slatestone Wealth LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 305 | $1.4B | 78% |
| Charitable organizations | 3 | $288M | 16% |
| Individuals | 253 | $96M | 5% |
| Corporations or other businesses | 2 | $1M | <1% |
Disciplinary disclosures
Slatestone Wealth LLC answers yes to 1 disclosure item in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Selecting other advisers
- Periodicals or newsletters
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗slatestone.com ↗
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The full record on Slatestone Wealth LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 8 years of filings
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- Growth over one, three and five years
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- Rank against 2,225 peers of its type and size
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- Owners and executives, with titles and stakes
- 6 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Florida
All of Florida →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Fourthought Financial Partners, LLC.Venice | $1.9B | 970 |
| Palisades Hudson Asset Management, L.P.Fort Lauderdale | $1.8B | 138 |
| A&m Private Wealth Partners, LLCWest Palm Beach | $1.8B | 34 |
| ARS Wealth AdvisorsSt. Petersburg | $1.6B | 1,044 |
| Sierra Capital LLCMiami | $1.6B | 76 |
| Ciccarelli Advisory Services IncNaples | $1.6B | 3,553 |
Background
Questions
How much does Slatestone Wealth LLC manage?
Slatestone Wealth LLC reports $1.8B in regulatory assets under management across 1,580 accounts, 99% of it on a discretionary basis, on its Form ADV filed June 3, 2026.
How many clients does Slatestone Wealth LLC have?
It reports 558 individual clients: 305 high-net-worth individuals and 253 other individuals. Individuals account for about 84% of its regulatory assets.
Where is Slatestone Wealth LLC headquartered?
Its main office is in Jupiter, Florida. It reports 3 offices in total and 28 employees, 19 of whom perform investment advisory functions.
How does Slatestone Wealth LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Slatestone Wealth LLC use?
It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity. On Schedule D of its Form ADV filed June 3, 2026, it reports these amounts held: Charles Schwab ($1.4B); Fidelity ($207M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Slatestone Wealth LLC a hybrid RIA with a broker-dealer?
Slatestone Wealth LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Slatestone Wealth LLC a fiduciary?
As an SEC-registered investment adviser, Slatestone Wealth LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Slatestone Wealth LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-06-03), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →