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1650 WEALTH MANAGEMENT, LLC
1650 WEALTH MANAGEMENT, LLC
LIGHTHOUSE POINT, Florida
·
1 registered advisor
·
CRD# 152985
SEC# 801-131337
0
800-658-9560
01
Firm Overview
AUM
$111M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at 1650 WEALTH MANAGEMENT, LLC
1 registered advisor
Thomas W. Balcom
LIGHTHOUSE POINT, Florida
CRD# 5232857
05
Office Locations
LIGHTHOUSE POINT, Florida
1 advisor
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Data sourced from SEC Form ADV filings. 1650 WEALTH MANAGEMENT, LLC (CRD# 152985) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.