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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-01-2017
- Office Locations
- 5
Office Locations
About Slatestone Wealth LLC
SlateStone Wealth is an RIA providing comprehensive wealth planning and ongoing guidance alongside custom, actively managed portfolios built for growth while aiming to avoid permanent capital loss. The firm serves individuals and families, including business owners and women-focused clients through its Women & Wealth offering. Portfolios are largely ETF-based and commonly custodied at Schwab or Fidelity. Named a Worth Magazine Top RIA Firm (2025).
Reported data analysis
What the numbers show
Between June 24, 2025 and June 3, 2026, reported AUM increased 6.6%, from $1.7B to $1.8B.
Across 5 reported observations, AUM increased 75.4% between October 31, 2022 and June 3, 2026, from $1.0B to $1.8B.
Of the latest reported AUM, 99.0% is discretionary and 1.0% is non-discretionary.
The firm reports 19 advisory representatives and 563 clients, or 29.6 clients per representative. That equates to $3.1M in reported AUM per client.
The profile lists 5 reported office locations and 9 years in operation. The source data was last updated on June 3, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
DANIEL DOYCE PAYNE
Chief Investment Officer, Chief Operating Officer
- CRD
- #3126312
- Ownership
- 5% but less than 10%
Michael Joseph Coady
PARTNER, Vice President
- CRD
- #7754478
- Ownership
- Less than 5%
Showing 2 of 6 owners & executives
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CHARLES JOHN DANIELS JR
Senior Wealth Advisor
- CRD
- #5438221
RYAN DANIEL ERICKSON
Managing Director
- CRD
- #2471849
Showing 2 of 19 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,745,307,341 | $1,115,212 |
| Non-Discretionary | $17,774,316 | $1,184,954 |
| Total | $1,763,081,657 | $1,115,874 |
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Separately Managed Accounts
SMA allocation detail is available
Slatestone Wealth LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Slatestone Wealth LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.