← Tributary

SLATESTONE WEALTH LLC

JUPITER, FL · CRD 286669 · IAPD ↗ · 561-244-2504

$1.76BRegulatory AUM
19Advisory reps
28Employees
0Clients
51-100Planning clients
0Private funds
18States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — SLATESTONE WEALTH LLC reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
47
July 2025 — SLATESTONE WEALTH LLC notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
April 2024 — SLATESTONE WEALTH LLC notice-filed in MN, NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
73
April 2024 — SLATESTONE WEALTH LLC grew from 14 to 17 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
April 2024 — SLATESTONE WEALTH LLC crossed $1B in regulatory AUM ($952.3M -> $1.37B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.