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| Happy Holidays!! thanks for using AUM13F!! |
| 1858 Wealth Management LLC
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| CRD # | 305817 |
| SEC # | 801-117807 |
| CIK # | 0002011812 |
| AUM | $207.4 M (2025-01-24) |
| Employees | 3 (67% Investors, 33% Brokers) |
| Phone | 234-678-5183 |
| Address | 3250 West Market Street Akron, OH 44333 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002011812 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 8.3 | ||
| Nvidia Corp | 6.2 | ||
| Apple Inc | 6.1 | ||
| Facebook Inc | 5.5 | ||
| GE Vernova Inc | 5.0 | ||
| CME Group Inc | 5.0 | ||
| Amazon Com Inc | 4.2 | ||
| Ametek INC/ | 4.0 | ||
| GS Acquisition Holdings Corp | 3.4 | ||
| Palo Alto Networks Inc | 3.3 | ||
| Uber Technologies Inc | 2.9 | ||
| Cisco Systems Inc | 2.4 | ||
| General Electric Co | 2.3 | ||
| Arista Networks Inc | 2.3 | ||
| ServiceNow Inc | 2.2 | ||
| Alphabet Inc | 2.2 | ||
| Netflix Inc | 2.2 | ||
| Intuitive Surgical Inc | 2.0 | ||
| Automatic Data Processing Inc | 1.7 | ||
| Nu Holdings Ltd | 1.6 | ||
| Caterpillar Inc | 1.5 | ||
| Broadcom Inc | 1.4 | ||
| Palantir Technologies Inc | 1.3 | ||
| Boeing Co | 1.3 | ||
| VISA Inc | 1.3 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 140 | 42.0 |
| (b) Individuals (high net worth individuals) | 56 | 155.3 |
| (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 | 8.3 |
| (h) Charitable organizations | 0 | 1.7 |
| (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 | 391 | 207.4 |
| By Discretionary | ||
| Discretionary | 391 | 207.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 391 | 207.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 207.4 | |
| Total | 391 | 207.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002011812] |
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