3250 West Market Street
Suite 105
Akron, Ohio 44333
Tel: (234) 678-5183
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.
SEC Current Status | Approved |
Firm CRD# | 305817 |
SEC# | 801-117807 |
Assets Managed by Firm | $151,220,181 |
No. of Clients | 392 |
No. of Advisors | 3 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 392 | $151,220,181 |
Individuals (other than high net worth individuals) | 110 | $44,220,181 |
High net worth individuals | 17 | $100,000,000 |
Pension and profit sharing plans | $7,000,000 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$71,982,699,043 | 134 | 133 | |
$71,037,804,050 | 1405 | 151 | |
$25,371,529,349 | 516 | 48 | |
$24,763,108,831 | 4149 | 129 | |
$23,908,418,539 | 68 | 122 |
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