Slatestone Wealth LLC

Overview

Slatestone Wealth LLC is an SEC registered investment adviser based in Jupiter, FL, registered since 2017. It reports $1.8B in assets under management across 1,580 accounts, with 28 employees. It has 17 investment adviser representatives.

Reported AUM

$1.8B

Discretionary

99%

Accounts

1,580

Average account

$1.1M

Employees

28

Advisory reps

17

Registered since

2017

Jurisdictions

18

As reported in the firm's June 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Periodicals or Newsletters
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 6

• Patrick Edward Tylander Founder, Co-Chief Executive Officer CRD 5515799
• Sharon Anne Daniels Founder, Co-Chief Executive Officer CRD 1242783
• Daniel Doyce Payne Chief Investment Officer CRD 3126312

3 more executive officers, with direct contact details

Advisory reps 3 of 17

• Michael Joseph Coady Investment Adviser Rep CRD 7754478
• Charles John Daniels Jr. Investment Adviser Rep CRD 5438221
• Sharon Anne Daniels Investment Adviser Rep CRD 1242783

14 more advisory reps, with emails, phones and branch locations

Location

Headquarters

661 University Blvd Ste 100
Jupiter, FL 33458

County

Palm Beach

Metro area

Miami-Fort Lauderdale-Pompano Beach, FL

Region

South

Registrations

• SEC registered
• Registered in 18 jurisdictions
• Website: slatestone.com

Every state, with registration dates

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