1650 Wealth Management, LLC
● SEC registered since 2024CRD 152985SEC# 801-131337Lighthouse Point, FL
Reg. AUM
$119.7M
Employees
1
Accounts
484
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 $119.7 million in regulatory assets under management and employs 1 people.
1650 Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Thomas W. Balcom Control | President/Chief Compliance Officer | Over 75% | 2009 |
Frequently asked questions
How much does 1650 Wealth Management, LLC manage?
1650 Wealth Management, LLC reports $119.7 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
| Address | 4400 N Federal Highway, Suite 2, Lighthouse Point, FL 33064 |
| Phone | 800-658-9560 |
| Fax | 866-574-1087 |
| Office hours | 9-5 |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$119.7M▲ 7%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 89%
Larger than 11% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$119.7Mregulatory AUM
Discretionary $119.7M