$78.0M Total AUM
$78.0M Disc. AUM
-- 3Y CAGR
2 Employees
155 ADV. Clients
25 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-30-2000
- Office Locations
- 1
Office Locations
115 Technology Drive Suite B-207 Trumbull CT
About Sladek & Witek, LLP
Sladek & Witek, LLP is a Trumbull, CT CPA firm that pairs tax planning/prep and business consulting with investment advisory and financial planning for retail clients, including entrepreneurs. The firm emphasizes a single-partner, diversified relationship model so one advisor can coordinate tax and wealth decisions. Uses Fidelity/NFS for custody and publishes regular tax briefings and year-end planning updates.
Team overview
-- AVG AGE
$39.0M AVG AUM / ADVISOR
$503.2K AVG AUM / CLIENT
25.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
25yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Investment Themes
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Investment Vehicles
Available
Services
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Technology
Available
Owner & Executives
J
JOSEPH NORBERT SLADEK
Partner
- CRD
- #4670475
- Ownership
- 50% but less than 75%
Available
Available
Available
JOHN STEVEN WITEK
Partner
- CRD
- #4684571
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $78,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $78,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Other:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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