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1858 WEALTH MANAGEMENT, LLC

3250 West Market Street
Suite 105
Akron, Ohio 44333
Tel: (234) 678-5183

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About 1858 WEALTH MANAGEMENT, LLC

1858 WEALTH MANAGEMENT, LLC, formally registered with the SEC as 1858 WEALTH MANAGEMENT, LLC. The firm was established in 12/13/2019. They have over 1 offices throughout the country.

1858 WEALTH MANAGEMENT, LLC is a Akron, Ohio based Financial Planning firm with nearly $151,220,181 assets under management, offering retirement planning & investment advisory services to 392 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#305817
SEC# 801-117807
Assets Managed by Firm $151,220,181
No. of Clients 392
No. of Advisors 3

Fee Structure

  • A Percentage of AUM

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total392$151,220,181
Individuals (other than high net worth individuals)110$44,220,181
High net worth individuals17$100,000,000
Pension and profit sharing plans$7,000,000
Inquire with 1858 WEALTH MANAGEMENT, LLC

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