Slaten Wealth Management
Slaten Wealth Management (CRD# 322802) is a financial advisory firm headquartered in Anaheim, CA. They manage $28,725,000 in 239 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management29MILLION
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Total Number of Accounts239ACCOUNTS
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Average Account Value$120,188
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Slaten Wealth Management
1
Susan Miller (CRD# 5561602) is an Investment Advisor Representative working at Slaten Wealth Management in Anaheim, CA and has over 14 years of experience in the finance industry.
2
Terrie Slaten (CRD# 1983256) is an Investment Advisor Representative working at Slaten Wealth Management in Anaheim, CA and has over 32 years of experience in the finance industry.
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