SLATEN WEALTH MANAGEMENT

Overview

Slaten Wealth Management is a small, owner-operated wealth advisory firm that focuses on individuals and families. The firm operates as a corporation with an owner-type listed as individual and charges fees based on a percentage of assets under management. Its advisory services center on portfolio management for individuals and small businesses and the selection of outside advisers when clients require specialized solutions. In addition to investment advice, the firm engages in insurance brokerage, accounting-related activities, and other financial product sales, which suggests it combines investment management with ancillary planning and insurance capabilities. Investment behavior is equity-focused: the firm prefers exchange-traded equities as its primary allocation vehicle and manages client assets on a discretionary basis. Slaten Wealth Management identifies as a capital allocator and allocates to third-party managers for certain alternative exposures, notably commodities and oil & gas. It is not an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices