Erin Katherine Gibbs-mathey
Investment adviser representative at Slatestone Wealth LLC
20 yearsExperience
2 statesRegistered in
$1.8BFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
20 years in the industry.
- Slatestone Wealth LLCJul 2025 to now
- Gibbs Wealth Management LLCJul 2019 to Jul 2025
- S&p GlobalMay 2006 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Slatestone Wealth LLC
$1.8BAssets managed
563Clients
17Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2932707
- Firm CRD
- 286669