SourcingSourcing

SLATESTONE WEALTH LLC

C16
CRD 286669·SEC 801-110003·JUPITER, FL
AUM
$1.76B
$1B+
Est. Revenue
$17.6M
@ 1% on AUM
Est. EBITDA
$5.3M
@ 30% margin
Est. Deal Value
$42.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SLATESTONE WEALTH LLC
CRD
286669
SEC file #
801-110003
EIN
611815919
DBA names
—

Economics

AUM
$1.76B
AUM band
$1B+
AUM trajectory
'20'26
$518.1M → $1.76B▲ +240%
Client mix
Individuals High Net Worth305
Individuals Other253
Charitable Organizations3
Corporations2

Operations

Employees (total)
28
Advisory staff (per ADV)
19
Advisory staff (5-yr trend)
'20'26
12 advisors → 19 advisors▲ +58%
Primary office
JUPITER FL
Branches
—

Custodian & Brokerage

Primary custodian
Morgan Stanleymedium confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisersPublication of periodicals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
facebook.com/slatestonewealth(social)

Compliance

Disclosures (firm)
1
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SLATESTONE HOLDINGS, LLC
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
8
Control Persons
SLATESTONE HOLDINGS, LLC
TEMPERANCE WEALTH PARTNERS LP
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:slatestone.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
8,077
Form 5500 Compensation Trajectory 3y
20258,077
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
8,077
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001764049
Edgar Registered
Yes
Edgar Filing Count
32
Edgar First Filing Date
2019-02-13
Edgar Last Filing Date
2026-05-14
Edgar 13f Count
30
Edgar 13f Latest AUM Estimate
Filing Date2026-05-14
Accession0001764049-26-000005

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
18
Bc Firm IAR Count
18
Custodian Candidates
Window
Morgan Stanley1
Full
Charles Schwab6
Fidelity4
E*trade4
Morgan Stanley1
Edgar Addresses
Mailing
661 UNIVERSITY BLVDSUITE 100JUPITER, FL 33458
Business
661 UNIVERSITY BLVDSUITE 100JUPITER, FL 33458
Edgar EIN
611815919
Edgar Recent Filings
13F-HR2026-05-14 · 0001764049-26-000005
13F-HR2026-02-11 · 0001764049-26-000003
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (20)

20
PAYNE, DANIEL, DOYCE
IAR · Direct Owner · 7.5%
3126312
Coady, Michael, Joseph
IAR · Executive Officer · 2.5%
7754478
HARKIN, DENNIS, PATRICK
IAR · Executive Officer · 2.5%
4871754
DANIELS, SHARON, ANNE
IAR · Executive Officer · 2.5%
1242783
TYLANDER, PATRICK, EDWARD
Executive Officer · 2.5%
5515799
MCCORKLE, MICHAEL, DOYLE
Executive Officer · 2.5%
8234846
RYAN DANIEL ERICKSON
IAR
2471849
KIMBERLY LYNNE PIERCE
IAR
4642159
JACOB ANTHONY METRO
IAR
5307318
ROBERT LEVIN
IAR
2713527
JASON WAYNE JOANIS
IAR
3082713
TROY CANNER SOREL
IAR
5685101
ERIN KATHERINE GIBBS-MATHEY
IAR
2932707
Kenneth Polcari
IAR
2050601
JOSHUA BRETT RUDOLPH
IAR
4314385
CHARLES JOHN DANIELS
IAR
5438221
JENNIFER LAUREL RIDLEY HANSON
IAR
2563633
RUSSELL WILLIAM O'BRIEN
IAR
2084727
LISA LYNN TOMCZAK
IAR
2469208
THOMAS MICHAEL GRIFFIN
IAR
229997