Shlecter Wealth Management, LLC

Shlecter Wealth Management provides financial planning and consulting services to individuals, families, charitable organizations, and businesses, delivering written financial plans or consultations tailored to clients’ goals and circumstances. The firm does not provide asset management or custody services and reported managing no regulatory assets as of December 31, 2025.

The firm’s advisory work is focused on providing general investment advice rather than discretionary account management, employing a mix of fundamental and technical analysis (including charting and cyclical analysis) supported by a proprietary security-evaluation process. Its stated investment orientation targets a blended benchmark of the S&P 500 and 10‑year U.S. Treasuries and prioritizes moderate equity exposure with higher-yield and hard-asset positions such as REITs, MLPs, covered calls, and structured notes.

Unlike most firms in the investment-manager category, Shlecter Wealth Management bills on an hourly or flat-fee basis instead of using percentage‑of‑assets‑under‑management fees. The firm also discloses that it no longer offers in‑house asset management, its principal has registered with Pasadena Private Wealth (CRD# 295178) to provide asset management through another adviser, and SWM limits its services to planning and consulting without custody, proxy voting, or ongoing account management unless separately engaged.