{"url":"https://nivawealth.com/firms/slatestone-wealth-286669","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/286669","regulatoryAum":1763081657,"crd":"286669","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7754478","suffix":null,"lastName":"Coady","firstName":"Michael","middleName":"Joseph"},{"crd":"5438221","suffix":"JR","lastName":"DANIELS","firstName":"CHARLES","middleName":"JOHN"},{"crd":"1242783","suffix":null,"lastName":"DANIELS","firstName":"SHARON","middleName":"ANNE"},{"crd":"2471849","suffix":null,"lastName":"ERICKSON","firstName":"RYAN","middleName":"DANIEL"},{"crd":"2932707","suffix":null,"lastName":"GIBBS-MATHEY","firstName":"ERIN","middleName":"KATHERINE"},{"crd":"4871754","suffix":null,"lastName":"HARKIN","firstName":"DENNIS","middleName":"PATRICK"},{"crd":"3082713","suffix":null,"lastName":"JOANIS","firstName":"JASON","middleName":"WAYNE"},{"crd":"2713527","suffix":null,"lastName":"LEVIN","firstName":"ROBERT","middleName":null},{"crd":"5307318","suffix":null,"lastName":"METRO","firstName":"JACOB","middleName":"ANTHONY"},{"crd":"2084727","suffix":null,"lastName":"O'BRIEN","firstName":"RUSSELL","middleName":"WILLIAM"},{"crd":"3126312","suffix":null,"lastName":"PAYNE","firstName":"DANIEL","middleName":"DOYCE"},{"crd":"4642159","suffix":null,"lastName":"PIERCE","firstName":"KIMBERLY","middleName":"LYNNE"},{"crd":"2050601","suffix":null,"lastName":"Polcari","firstName":"Kenneth","middleName":null},{"crd":"2563633","suffix":null,"lastName":"RIDLEY 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Also a owner of Temperance Partners GP I Limited in the 50% to 75% band and a control person, since January 2011. Also president of Temperance Partners Inc and a control person, since October 2015. Also a owner of Temperance Wealth Partners Inc in the 50% to 75% band and a control person, since October 2015.","parent":"Temperance Wealth Partners Inc"},{"label":"Paul Sorbara","detail":"Indirect owner: vice president of Temperance Partners Inc and a control person, since October 2015. Also vice president of Temperance Partners GP I Limited and a control person, since January 2011. Also a beneficiary of JDS TPLP Trust in the 25% to 50% band and a control person, since March 2011. Also a owner of Temperance Wealth Partners Inc in the 25% to 50% band and a control person, since October 2015. Also vice president of Temperance Wealth Partners Inc and a control person, since October 2015. Also a owner of Temperance Partners GP I Limited in the 25% to 50% band and a control person, since October 2015. Also trustee of JDS TPLP Trust and a control person, since October 2014.","parent":"Temperance Partners Inc"},{"label":"Temperance Partners Inc","detail":"Indirect owner: a lp owner of Temperance Wealth Partners LP in the 75% or more band and a control person, since October 2015.","parent":"Temperance Wealth Partners LP"},{"label":"Temperance Partners (Canada) Limited Partnership II","detail":"Indirect owner: a share- holder owner of Temperance Partners Inc in the 75% or more band and a control person, since October 2015.","parent":"Temperance Partners Inc"},{"label":"Temperance Partners GP I Limited","detail":"Indirect owner: general partner of Temperance Partners (Canada) Limited Partnership II and a control person, since June 2015.","parent":"Temperance Partners (Canada) Limited Partnership II"},{"label":"Jason Seltzer","detail":"Indirect owner: vice president of Temperance Partners Inc and a control person, since October 2019.","parent":"Temperance Partners Inc"},{"label":"JDS TPLP Trust","detail":"Indirect owner: a limited partner owner of Temperance Partners (Canada) Limited Partnership II in the 75% or more band and a control person, since October 2014.","parent":"Temperance Partners (Canada) Limited Partnership II"},{"label":"Julia Sorbara","detail":"Indirect owner: a beneficiary of JDS TPLP Trust in the 25% to 50% band and a control person, since March 2011. Also trustee of JDS TPLP Trust and a control person, since October 2014.","parent":"JDS TPLP Trust"},{"label":"Thomas Sorbara","detail":"Indirect owner: a beneficiary of JDS TPLP Trust in the 25% to 50% band and a control person, since March 2011. 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They include 305 high-net-worth individuals, 253 individual clients and 3 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 3 June 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does SlateStone Wealth offer?","answer":"SlateStone Wealth provides financial planning, portfolio management for individuals and small businesses, selecting other managers, publishing newsletters, educational seminars, education planning, estate planning, family office services, insurance, philanthropic planning, retirement plan services, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does SlateStone Wealth charge?","answer":"SlateStone Wealth charges 0.25%–1.00% a year for its Investment Advisory Services. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and has a $10,000 annual minimum.","source":"SSW ADV BROCHURE, filed 26 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does SlateStone Wealth use?","answer":"SlateStone Wealth’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $1.43B and Fidelity Brokerage Services LLC (Smithfield, RI), with $207M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 3 June 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does SlateStone Wealth have?","answer":"SlateStone Wealth has 19 investment adviser representatives registered with state securities authorities, out of 28 employees, and 19 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does SlateStone Wealth invest in?","answer":"At the end of its last fiscal year, SlateStone Wealth’s separately managed accounts held 71% exchange-traded equities, 8% U.S. government and agency bonds, 8% cash and equivalents, 6% registered funds (mutual funds, ETFs, BDCs), 5% other, 1% state and local bonds and 1% investment grade corporate bonds. The 5% other category is described as: Direct Private Investments, Real Estate.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns SlateStone Wealth?","answer":"SlateStone Wealth is owned through a chain of holding companies by Sharon Daniels, Patrick Tylander, Kevin Tice, Paul Sorbara, and Julia and Thomas Sorbara. Its direct owners are Slatestone Holdings, LLC (50% to 75%), Daniel Payne (5% to 10%) and Temperance Wealth Partners LP (25% to 50%).","source":"Form ADV Part 1A, Schedules A and B, filed 3 June 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does SlateStone Wealth get paid?","answer":"SlateStone Wealth is paid through a percentage of assets under management, hourly charges and fixed fees. 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