Slaten Wealth Management

Slaten Wealth Management (CRD# 154550) is a financial advisory firm headquartered in Anaheim, CA. They manage $28,870,000 in 237 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    237
    ACCOUNTS
  • Average Account Value
    $121,814
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Slaten Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Susan L. Miller
CRD#: 5561602
501 N. Brookhurst St., Suite 318, Anaheim, CA 92801
93
Wealthminder
score

Susan Miller (CRD# 5561602) is an Investment Advisor Representative working at Slaten Wealth Management in Anaheim, CA and has over 8 years of experience in the finance industry.

2
Clifford L. Slaten
CRD#: 1783087
501 N. Brookhurst St., Suite 318, Anaheim, CA 92801
93
Wealthminder
score

Clifford Slaten (CRD# 1783087) is an Investment Advisor Representative working at Slaten Wealth Management in Anaheim, CA and has over 26 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.