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1858 Wealth Management, LLC

CRD 305817SEC# 801-117807Akron, OH
Export (members)
No longer SEC-registered. 1858 Wealth Management, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$207.4M
Employees
3
Accounts
391
Location
Akron, OH

1858 Wealth Management, LLC assets under management

1858 Wealth Management, LLC is an investment advisory firm registered with the SEC based in Akron, OH. It reports $207.4 million in regulatory assets under management and employs 3 people.

1858 Wealth Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Joseph Paul D'Anniballe ControlManaging Member, Partner And Chief Compliance Officer50-75%2019
Sean Michael Houston ControlManaging Member, Partner50-75%2019

Frequently asked questions

How much does 1858 Wealth Management, LLC manage?

1858 Wealth Management, LLC reports $207.4 million in regulatory assets under management on its Form ADV.

How many employees does 1858 Wealth Management, LLC have?

1858 Wealth Management, LLC reports 3 employees.

Where is 1858 Wealth Management, LLC located?

1858 Wealth Management, LLC is based in Akron, OH.

Does 1858 Wealth Management, LLC disclose fund performance?

1858 Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3250 West Market Street, Suite 105, Akron, OH 44333
Office hours8:00a.m. To 5:00p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$207.4M
Non-discretionary$0
Total (RAUM)$207.4M