SLATEN WEALTH MANAGEMENT

SLATEN WEALTH MANAGEMENT of ANAHEIM, CA is an SEC-registered investment adviser (CRD 322802). Regulatory assets under management: $36.2M.

Registration

• CRD: 322802
• Type: Registered investment adviser
• Location: 501 N. BROOKHURST ST., ANAHEIM, CA, 92801
• Phone: 800-698-2560
• Latest filing: 2026-03-27
• Regulatory AUM: $36.2M
• Discretionary AUM: $36.2M
• Clients: 5
• Accounts: 254

Business model

Compensation: % of AUM.

Clients served: High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 322802 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search