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Home > Retirement Planners > ohio > akron > 1858 WEALTH MANAGEMENT, LLC
1858 WEALTH MANAGEMENT, LLC
3250 West Market Street
Suite 105
Akron, Ohio 44333
Tel: (234) 678-5183
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 $207,359,129 assets under management, offering retirement planning & investment advisory services to 391 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 305817 |
| SEC# | 801-117807 |
| Assets Managed by Firm | $207,359,129 |
| No. of Clients | 391 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 391 | $207,359,129 |
| Individuals (other than high net worth individuals) | 140 | $42,044,000 |
| High net worth individuals | 56 | $155,277,000 |
| Pension and profit sharing plans | Fewer than 5 clients | $8,300,000 |
| Charitable organizations | Fewer than 5 clients | $1,738,129 |
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|---|---|---|---|
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