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
501 N. Brookhurst St., Suite 318, Anaheim, CA 92801
http://www.facebook.com/slatenwealth
By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    239
    ACCOUNTS
  • 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
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 Miller, financial advisor Anaheim CA
Susan L. Miller
CRD#: 5561602
501 N. Brookhurst St., Suite 318, Anaheim, CA 92801

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, financial advisor Anaheim CA
Terrie L. Slaten
CRD#: 1983256
501 N. Brookhurst St., Suite 318, Anaheim, CA 92801

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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