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Thomas W. Balcom

1650 WEALTH MANAGEMENT, LLC·LIGHTHOUSE POINT, Florida
Clean record19 years registered1650 WEALTH MANAGEMENT, LLC
4400 N FEDERAL HIGHWAY, LIGHTHOUSE POINT, FL 33064CRD# 5232857Firm CRD# 152985

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thomas W. Balcom · LIGHTHOUSE POINT, FL
Registration
CRD #5232857 · 1650 WEALTH MANAGEMENT, LLC · 19 years registered
Brand Profile
Not yet started
01

Career History

1650 WEALTH MANAGEMENT, LLC
Apr 2011 – present
IBIS WEALTH MANAGEMENT, LLC
Apr 2010 – Dec 2010
BOCA RATON, FL
FOLDES FINANCIAL MANAGEMENT
Mar 2009 – Mar 2010
MIAMI, FL
FOLDES FINANCIAL MANAGEMENT, INC.
Nov 2006 – Dec 2008
MIAMI, FL
02

Registrations & Exams

Registration record
First registered · November 28, 2006
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
1650 WEALTH MANAGEMENT, LLC
CRD 152985 · SEC 801-131337
AUM
$111M
Regulatory assets under management
Employees
1
400 client accounts
Services offered by 1650 WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at 1650 WEALTH MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does Thomas W. Balcom offer?
Thomas W. Balcom specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in LIGHTHOUSE POINT, Florida for a consultation.
What are Thomas W. Balcom's credentials?
Thomas W. Balcom is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas W. Balcom located?
Thomas W. Balcom is based in LIGHTHOUSE POINT, Florida, working with 1650 WEALTH MANAGEMENT, LLC. Their office serves clients in the LIGHTHOUSE POINT metropolitan area and surrounding communities.
How does Thomas W. Balcom charge for services?
Thomas W. Balcom's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is 1650 WEALTH MANAGEMENT, LLC?
1650 WEALTH MANAGEMENT, LLC has approximately 1 employees and manages $111M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Florida
MIAMI (466)TAMPA (204)BOCA RATON (175)CORAL GABLES (130)NAPLES (126)SARASOTA (106)PALM BEACH GARDENS (98)ORLANDO (97)FORT LAUDERDALE (95)JACKSONVILLE (95)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideNAPLES Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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