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SLATESTONE WEALTH, LLC

Headquarter

Company Details

Entity Name: SLATESTONE WEALTH, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.
Status: Active
Date Filed: 17 Jan 2017 (8 years ago)
Last Event: LC STMNT OF RA/RO CHG
Event Date Filed: 05 Jun 2017 (8 years ago)
Document Number: L17000013654
FEI/EIN Number 61-1815919
Address: 661 University Blvd, Suite 100, Jupiter, FL, 33458, US
Mail Address: 661 University Blvd, Suite 100, Jupiter, FL, 33458, US
ZIP code: 33458
County: Palm Beach
Place of Formation: FLORIDA

Links between entities

Type Company Name Company Number State
Headquarter of SLATESTONE WEALTH, LLC, ALABAMA 000-842-553 ALABAMA
Headquarter of SLATESTONE WEALTH, LLC, NEW YORK 5325342 NEW YORK
Headquarter of SLATESTONE WEALTH, LLC, CONNECTICUT 1281205 CONNECTICUT

Central Index Key

CIK number Mailing Address Business Address Phone
1764049 661 UNIVERSITY BLVD, SUITE 100, JUPITER, FL, 33458 661 UNIVERSITY BLVD, SUITE 100, JUPITER, FL, 33458 5612442504

Filings since 2024-11-07

Form type 13F-HR
File number 028-19177
Filing date 2024-11-07
Reporting date 2024-09-30
File View File

Filings since 2024-08-01

Form type N-PX
File number 028-19177
Filing date 2024-08-01
Reporting date 2024-06-30
File View File

Filings since 2024-07-25

Form type 13F-HR
File number 028-19177
Filing date 2024-07-25
Reporting date 2024-06-30
File View File

Filings since 2024-04-26

Form type 13F-HR
File number 028-19177
Filing date 2024-04-26
Reporting date 2024-03-31
File View File

Filings since 2024-02-01

Form type 13F-HR
File number 028-19177
Filing date 2024-02-01
Reporting date 2023-12-31
File View File

Filings since 2023-10-12

Form type 13F-HR
File number 028-19177
Filing date 2023-10-12
Reporting date 2023-09-30
File View File

Filings since 2023-08-08

Form type 13F-HR
File number 028-19177
Filing date 2023-08-08
Reporting date 2023-03-31
File View File

Filings since 2023-08-07

Form type 13F-HR
File number 028-19177
Filing date 2023-08-07
Reporting date 2023-06-30
File View File

Filings since 2023-02-01

Form type 13F-HR
File number 028-19177
Filing date 2023-02-01
Reporting date 2022-12-31
File View File

Filings since 2022-11-03

Form type 13F-HR
File number 028-19177
Filing date 2022-11-03
Reporting date 2022-09-30
File View File

Filings since 2022-08-04

Form type 13F-HR
File number 028-19177
Filing date 2022-08-04
Reporting date 2022-06-30
File View File

Filings since 2022-05-04

Form type 13F-HR
File number 028-19177
Filing date 2022-05-04
Reporting date 2022-03-31
File View File

Filings since 2022-02-02

Form type 13F-HR
File number 028-19177
Filing date 2022-02-02
Reporting date 2021-12-31
File View File

Filings since 2021-10-28

Form type 13F-HR
File number 028-19177
Filing date 2021-10-28
Reporting date 2021-09-30
File View File

Filings since 2021-08-02

Form type 13F-HR
File number 028-19177
Filing date 2021-08-02
Reporting date 2021-06-30
File View File

Filings since 2021-04-19

Form type 13F-HR
File number 028-19177
Filing date 2021-04-19
Reporting date 2021-03-31
File View File

Filings since 2021-01-25

Form type 13F-HR
File number 028-19177
Filing date 2021-01-25
Reporting date 2020-12-31
File View File

Filings since 2020-10-27

Form type 13F-HR
File number 028-19177
Filing date 2020-10-27
Reporting date 2020-09-30
File View File

Filings since 2020-07-29

Form type 13F-HR
File number 028-19177
Filing date 2020-07-29
Reporting date 2020-06-30
File View File

Filings since 2020-04-28

Form type 13F-HR
File number 028-19177
Filing date 2020-04-28
Reporting date 2020-03-31
File View File

Filings since 2020-02-06

Form type 13F-HR
File number 028-19177
Filing date 2020-02-06
Reporting date 2019-12-31
File View File

Filings since 2019-11-05

Form type 13F-HR
File number 028-19177
Filing date 2019-11-05
Reporting date 2019-09-30
File View File

Filings since 2019-08-05

Form type 13F-HR
File number 028-19177
Filing date 2019-08-05
Reporting date 2019-06-30
File View File

Filings since 2019-05-06

Form type 13F-HR
File number 028-19177
Filing date 2019-05-06
Reporting date 2019-03-31
File View File

Filings since 2019-02-13

Form type 13F-HR
File number 028-19177
Filing date 2019-02-13
Reporting date 2018-12-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SLATESTONE WEALTH, LLC 401(K) PROFIT SHARING PLAN 2023 611815919 2024-06-24 SLATESTONE WEALTH, LLC 23
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 8648968171
Plan sponsor’s address 661 UNIVERSITY BLVD, SUITE 100, JUPITER, FL, 33458

Signature of

Role Plan administrator
Date 2024-06-24
Name of individual signing MICHELLE BONNEY
Valid signature Filed with authorized/valid electronic signature
SLATESTONE WEALTH, LLC 401(K) PROFIT SHARING PLAN 2022 611815919 2023-06-10 SLATESTONE WEALTH, LLC 25
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 5612442504
Plan sponsor’s address 661 UNIVERSITY BLVD, SUITE 100, JUPITER, FL, 33458

Signature of

Role Plan administrator
Date 2023-06-10
Name of individual signing MICHELLE BONNEY
Valid signature Filed with authorized/valid electronic signature
SLATESTONE WEALTH, LLC 401(K) PROFIT SHARING PLAN 2021 611815919 2022-06-22 SLATESTONE WEALTH, LLC 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 8648968171
Plan sponsor’s address 601 HERITAGE DR, SUITE 232, JUPITER, FL, 33458

Signature of

Role Plan administrator
Date 2022-06-22
Name of individual signing MICHELLE BONNEY
Valid signature Filed with authorized/valid electronic signature
SLATESTONE WEALTH, LLC 401(K) PROFIT SHARING PLAN 2020 611815919 2021-08-10 SLATESTONE WEALTH, LLC 26
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 8648968171
Plan sponsor’s address 4495 MILITARY TRAIL, SUITE 207, JUPITER, FL, 33458

Signature of

Role Plan administrator
Date 2021-08-10
Name of individual signing MICHELLE BONNEY
Valid signature Filed with authorized/valid electronic signature
SLATESTONE WEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST 2019 611815919 2020-04-27 SLATESTONE WEALTH LLC 24
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 5612442504
Plan sponsor’s address 4495 MILITARY TRL, STE 207, JUPITER, FL, 33458

Signature of

Role Plan administrator
Date 2020-04-27
Name of individual signing PATRICK TYLANDER
Valid signature Filed with authorized/valid electronic signature
SLATESTONE WEALTH LLC 401 K PROFIT SHARING PLAN TRUST 2018 611815919 2019-04-24 SLATESTONE WEALTH LLC 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 5612442504
Plan sponsor’s address 4495 MILITARY TRAIL SUITE 207, JUPITER, FL, 33458

Signature of

Role Plan administrator
Date 2019-04-24
Name of individual signing MICHELLE BONNEY
Valid signature Filed with authorized/valid electronic signature
SLATESTONE WEALTH LLC 401 K PROFIT SHARING PLAN TRUST 2017 611815919 2018-07-12 SLATESTONE WEALTH LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 5612442504
Plan sponsor’s address 4495 MILITARY TRAIL, SUITE 207, JUPITER, FL, 33458

Signature of

Role Plan administrator
Date 2018-07-12
Name of individual signing MICHELLE BONNEY
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
TYLANDER PATRICK Agent 661 University Blvd, Jupiter, FL, 33458

Manager

Name Role Address
KING TERRI Manager 661 University Blvd, Jupiter, FL, 33458
KLEINER MILAGROS Manager 661 University Blvd, Jupiter, FL, 33458
Pierce Kimberly Manager 661 University Blvd, Jupiter, FL, 33458
Bottoms David Manager 661 University Blvd, Jupiter, FL, 33458
Sorel Troy Manager 661 University Blvd, Jupiter, FL, 33458
SLATESTONE HOLDINGS LLC Manager No data

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2023-04-04 661 University Blvd, Suite 100, Jupiter, FL 33458 No data
CHANGE OF MAILING ADDRESS 2023-04-04 661 University Blvd, Suite 100, Jupiter, FL 33458 No data
REGISTERED AGENT ADDRESS CHANGED 2023-04-04 661 University Blvd, Suite 100, Jupiter, FL 33458 No data
LC STMNT OF RA/RO CHG 2017-06-05 No data No data
LC NAME CHANGE 2017-01-30 SLATESTONE WEALTH, LLC No data

Documents

Name Date
ANNUAL REPORT 2024-04-17
ANNUAL REPORT 2023-04-04
ANNUAL REPORT 2022-04-18
ANNUAL REPORT 2021-04-12
ANNUAL REPORT 2020-02-27
ANNUAL REPORT 2019-04-17
ANNUAL REPORT 2018-02-13
CORLCRACHG 2017-06-05
LC Name Change 2017-01-30
Florida Limited Liability 2017-01-17

Date of last update: 02 Feb 2025

Sources: Florida Department of State