1650 Wealth Management, LLC
1650 Wealth Management, LLC is an SEC-registered mass-market adviser in Lighthouse Point, FL with $119.7M assets under management (AUM, regulatory AUM), +7% over one year. See who owns 1650 Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 152985, SEC 801-131337, data through 2026-03-18.
- AUM (assets under management / regulatory AUM)
- $119.7M (2026-03-18)
- Firm type
- Mass-Market Adviser
- Location
- Lighthouse Point, FL
- Employees
- 1
- Clients
- 125
- CRD
- 152985
- Ownership
- BALCOM, THOMAS, W.
How much AUM does 1650 Wealth Management, LLC have?
1650 Wealth Management, LLC reported $119.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-18).
Who owns 1650 Wealth Management, LLC?
Disclosed owners and executives of 1650 Wealth Management, LLC include BALCOM, THOMAS, W.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.