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| Keyboard |
| 1818 Private Client Group LLC
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|---|---|
| CRD # | 304110 |
| SEC # | 801-132124 |
| CIK # | |
| AUM | 115.4 M (2026-01-30) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 305-684-8331 |
| Address | 2980 NE 207th St Aventura, FL 33180 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6 | 3.6 |
| (b) Individuals (high net worth individuals) | 16 | 111.8 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 59 | 115.4 |
| By Discretionary | ||
| Discretionary | 50 | 82.5 |
| Non-Discretionary | 9 | 32.9 |
| Total | 59 | 115.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 6.0 | |
| United States Persons | 109.4 | |
| Total | 59 | 115.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| LEI | 254900XPOCYFCP1EIX45 |
| Comparable Firms | State | AUM |
|---|---|---|
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VA | 115.7 M |
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KB Financial Advisors LLC
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KUTZ and Company Inc
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Uyana Partners LLC
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FL | 115.0 M |
|
Natwealth Management USA Inc
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115.0 M | |
|
Five Speed Financial Planning LLC
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AZ | 114.9 M |
|
Metis Wealth Management & Planning LLC
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