SLAVIC WEALTH MANAGEMENT, INC.

SLAVIC WEALTH MANAGEMENT, INC. of BOCA RATON, FL is an SEC-registered investment adviser (CRD 327929).

Registration

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles, Charities.

Officers, owners & control persons (7)

NameRoleLocation
John Julius SlavicCHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER; SHAREHOLDER—
Russell Lee ForkeyCHIEF COMPLIANCE OFFICER/STAFF ATTORNEY; STAFF ATTORNEY—
Henry Robert FergusonCHIEF COMPLIANCE OFFICER—
SLAVIC JOHN JULIUSCHIEF EXECUTIVE OFFICER; SHAREHOLDER; TRUSTEE—
SCHOENMAKER JAMES MARTINCHIEF COMPLIANCE OFFICER—
FERGUSON ROBERTCHIEF COMPLIANCE OFFICER—
HERLIHY DAVID EPRESIDENT—

More on this firm