# Slavic Wealth Management, Inc.

> Slavic Wealth Management, Inc. is an SEC-registered investment advisory firm in Boca Raton, FL, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 27, 2026.

- CRD: 327929
- Filed as: SLAVIC WEALTH MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boca Raton, FL
- Filing period: October 2026
- Form ADV filing dated: April 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/327929
- AdvisorCensus page: https://advisorcensus.com/firm/slavic-wealth-management-inc-boca-raton-fl-327929

## Quick answers

**How is Slavic Wealth Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Slavic Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management.

**Where is Slavic Wealth Management, Inc. located?**
Slavic Wealth Management, Inc.'s principal office is in Boca Raton, FL, according to its Form ADV.

**Is Slavic Wealth Management, Inc. registered with the SEC or a state?**
Slavic Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 327929.

**How much does Slavic Wealth Management, Inc. manage?**
Slavic Wealth Management, Inc. reports $0 in regulatory assets under management in its Form ADV filing dated April 27, 2026.

**How have Slavic Wealth Management, Inc.'s assets and staff changed since 2024?**
In the Form ADV data for Slavic Wealth Management, Inc.: Total employees: 5 in October 2024 and 18 in October 2026. Assets under management move with markets as well as with clients coming and going.

**Does Slavic Wealth Management, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/327929

**Does Slavic Wealth Management, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated April 27, 2026 says: "We do not impose a minimum portfolio size or a minimum annual fee."

**What changed in Slavic Wealth Management, Inc.'s recent Form ADV filings?**
In the May 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated April 27, 2026)

- Account minimum: None

> We do not impose a minimum portfolio size or a minimum annual fee.

- Minimum annual fee: None

> We do not impose a minimum portfolio size or a minimum annual fee.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2023 (2 years)
- Employees: 18 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IL, LA, MA, MI, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | Not reported | 5 | March 23, 2024 |
| October 2025 | Not reported | 18 | May 16, 2025 |
| October 2026 | $0 | 18 | April 27, 2026 |

Total employees: 5 in October 2024 and 18 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Slavic Wealth Management, Inc. (CRD 327929): Form ADV filing data as of October 2026.