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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| 1650 Wealth Management LLC
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|---|---|
| CRD # | 152985 |
| SEC # | 801-131337 |
| CIK # | |
| AUM | $112.0 M (2025-04-08) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 800-658-9560 |
| Address | 4400 N Federal Highway Lighthouse Point, FL 33064 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 40 | 16.9 |
| (b) Individuals (high net worth individuals) | 85 | 85.0 |
| (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 | 0.8 |
| (h) Charitable organizations | 1 | 1.3 |
| (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 | 3 | 8.0 |
| (n) Other | 0 | 0.0 |
| Total | 477 | 112.0 |
| By Discretionary | ||
| Discretionary | 477 | 112.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 477 | 112.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 112.0 | |
| Total | 477 | 112.0 |
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|---|---|---|
|
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✚
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0.1 | |
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Montchanin Asset Management LLC
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DE | 0.1 |
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Fortis Private Wealth Advisors LLC
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FL | 0.1 |
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NJ | 0.1 |
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Life Strategies Inc
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CA | 0.1 |
|
Montgomery Capital Advisors LLC
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NY | 0.1 |
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Charmarline Wealth Management LLC
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VA | 0.1 |
|
Jacobs Equity
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UT | 0.1 |
|
Wolf Financial Advisors LLC
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IL | 0.1 |
|
Frango Financial LLC
✚
|
DC | 0.1 |