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| Keyboard |
| 1650 Wealth Management LLC
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|---|---|
| CRD # | 152985 |
| SEC # | 801-131337 |
| CIK # | |
| AUM | 119.7 M (2026-03-18) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 800-658-9560 |
| Address | 4400 N Federal Highway Lighthouse Point, FL 33064 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 85 | 24.0 |
| (b) Individuals (high net worth individuals) | 37 | 88.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 1.0 |
| (h) Charitable organizations | 1 | 1.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 5.0 |
| (n) Other | 0 | 0.0 |
| Total | 484 | 119.7 |
| By Discretionary | ||
| Discretionary | 484 | 119.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 484 | 119.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 119.7 | |
| Total | 484 | 119.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Levitt Capital Management
✚
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120.0 M | |
|
MTR Financial Services LLC
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|
TX | 119.9 M |
|
Altman Investment Management LLC
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NJ | 119.9 M |
|
Fair Asset Management LLC
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119.8 M | |
|
Money Management Concepts Inc
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FL | 119.6 M |
|
Black Capital Management LLC
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|
119.6 M | |
|
Hicks & Associates Wealth Management LLC
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|
NC | 119.6 M |
|
Triad Investment Management LLC
✚
|
CA | 119.5 M |
|
Abacus Capital Advisors LLC
✚
|
FL | 119.5 M |
|
Yunistone Investment Group LLC
✚
|
IL | 119.5 M |