1858 Wealth Management, LLC
CRD 305817SEC# 801-117807Akron, OH
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| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph Paul D'Anniballe Control | Managing Member, Partner And Chief Compliance Officer | 50-75% | 2019 |
| Sean Michael Houston Control | Managing Member, Partner | 50-75% | 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
| Address | 3250 West Market Street, Suite 105, Akron, OH 44333 |
| Office hours | 8:00a.m. To 5:00p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$207.4MNo change
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 74%
Larger than 26% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$207.4Mregulatory AUM
Discretionary $207.4M