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Thomas W. Balcom

1650 WEALTH MANAGEMENT, LLC·LIGHTHOUSE POINT, Florida
1650 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
Brand Profile
Not yet started
Disclosure history
2 disclosures on file · See FINRA BrokerCheck for full record
01

About

Thomas W. Balcom is a registered financial advisor based in LIGHTHOUSE POINT, Florida, affiliated with 1650 WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
1650 WEALTH MANAGEMENT, LLC
1650 WEALTH MANAGEMENT, LLC
AUM
$111M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at 1650 WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5232857
Firm CRD# 152985
View on FINRA BrokerCheck →

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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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