Slaten Wealth Management
% of assets managed in Anaheim, CA
State registeredNo commissions reported
Public-record details
- Address
- 501 N. Brookhurst St., Suite 318, Anaheim, CA 92801
- Phone
- (800) 698-2560
- Listed under
- % of assets managed
- Legal name
- Slaten Financial, INC.
- CRD number
- 322802
- Registration
- State registered: CA
- Compensation (Form ADV 5.E)
- Percentage of assets under management
- Commissions
- None reported (Form ADV Item 5.E)
- Services (Form ADV 5.G)
- Portfolio management for individuals/small businesses; Selection of other advisers
- Regulatory assets under management
- $36.2 million
- Accounts managed
- 254
- Clients reported (Form ADV 5.D)
- 167
- Individual / high-net-worth clients
- 167 / 0
- Employees
- 5
- Other business activities (Form ADV 6.A)
- Also active as: insurance broker or agent, accountant or accounting firm, other financial product salesperson
- Disclosures reported on Form ADV
- None reported
- Latest Form ADV filing
- 2026-03-27
Read the official record
- SEC IAPD summary for CRD 322802 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
- FINRA BrokerCheck — look up the individual advisers at this firm.
- Firm website (as listed on Form ADV)
All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.
Other advisers in Anaheim
Aegis Asset Management, INC.State registeredNo commissions reportedBsias Advisors, LLCState registeredNo commissions reportedCentaurus Financial, INC.SEC registeredNo commissions reportedChatterton & AssociatesSEC registeredNo commissions reportedDw Financial INCState registeredNo commissions reportedMosley Wealth Management, INC.SEC registeredNo commissions reportedRetirementadvice | JkaSEC registeredNo commissions reportedStravida Wealth LLCState registeredNo commissions reported