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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- 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).
Team overview
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Accredited Investors
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Client Personas
Custodian
Investment Themes
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Services
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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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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