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1650 Wealth Management, LLC

● SEC registered since 2024CRD 152985SEC# 801-131337Lighthouse Point, FL
Export (members)
Reg. AUM
$112M
Employees
1
Accounts
477
Location
Lighthouse Point, FL

1650 Wealth Management, LLC assets under management

1650 Wealth Management, LLC is an investment advisory firm registered with the SEC based in Lighthouse Point, FL. The firm has been registered since 2024. It reports $112 million in regulatory assets under management and employs 1 people.
www.linkedin.com/company/1650-wealth-managementView on SEC.gov ↗

1650 Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Thomas W. Balcom ControlPresident/Chief Compliance OfficerOver 75%2009

Frequently asked questions

How much does 1650 Wealth Management, LLC manage?

1650 Wealth Management, LLC reports $112 million in regulatory assets under management on its Form ADV.

How many employees does 1650 Wealth Management, LLC have?

1650 Wealth Management, LLC reports 1 employees.

Where is 1650 Wealth Management, LLC located?

1650 Wealth Management, LLC is based in Lighthouse Point, FL and has been SEC-registered since 2024.

Does 1650 Wealth Management, LLC disclose fund performance?

1650 Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4400 N Federal Highway, Suite 2, Lighthouse Point, FL 33064
Phone800-658-9560
Fax866-574-1087
Office hours5-Sep
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$112M
Non-discretionary$0
Total (RAUM)$112M