Overview
Assets Under Management: $207 million
Headquarters: AKRON, OH
High-Net-Worth Clients: 56
Average Client Assets: $3 million
Frequently Asked Questions
1858 WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #305817), 1858 WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
1858 WEALTH MANAGEMENT, LLC is headquartered in AKRON, OH.
1858 WEALTH MANAGEMENT, LLC serves 56 high-net-worth clients according to their SEC filing dated January 24, 2025. View client details ↓
According to their SEC Form ADV, 1858 WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
1858 WEALTH MANAGEMENT, LLC manages $207 million in client assets according to their SEC filing dated January 24, 2025.
According to their SEC Form ADV, 1858 WEALTH MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 56
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.88
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 391
Discretionary Accounts: 391
Regulatory Filings
CRD Number: 305817
Last Filing Date: 2025-01-24 00:00:00
Website: https://1858wm.com