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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-26-2022
- Office Locations
- 1
Office Locations
About Slaten Wealth Management
Slaten Wealth Management is a California RIA providing integrated investment management, tax planning, retirement and estate planning for individuals and families. Portfolios are built around risk-tolerance-based strategies and often implemented with ETFs, supported by ongoing monitoring and proactive adjustments. The firm leverages Simplicity Wealth’s platform, including AssetLock and a proprietary VaR-based risk score, for disciplined, transparent portfolio oversight.
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Investment Themes
Investment Vehicles
Services
Owner & Executives
SUSAN LYNN MILLER
Chief Compliance Officer, Chief Operating Officer, President
- CRD
- #5561602
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $36,223,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $36,223,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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