|
⚲
|
| 818 Wealth LLC
✚
|
|
|---|---|
| CRD # | 335975 |
| SEC # | 801-135389 |
| CIK # | |
| AUM | $117.1 M (2026-03-23) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 682-747-0134 |
| Address | 425 Houston Street Fort Worth, TX 76102 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 140 | 46.9 |
| (b) Individuals (high net worth individuals) | 38 | 69.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 0.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 181 | 117.1 |
| By Discretionary | ||
| Discretionary | 178 | 116.3 |
| Non-Discretionary | 3 | 0.8 |
| Total | 181 | 117.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 117.1 | |
| Total | 181 | 117.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
McKinley Financial Advisors Inc
✚
|
PA | 0.1 |
|
Sea Hunter Capital LLC
✚
|
FL | 0.1 |
|
Caerus Investment Advisors LLC
✚
|
0.1 | |
|
Beresh Patrick Michael
✚
|
CA | 0.1 |
|
Sulzberger Capital Advisors Inc
✚
|
FL | 0.1 |
|
BAS Capital Corp
✚
|
0.1 | |
|
Humilis Investment Strategies LLC
✚
|
0.1 | |
|
Greenline Wealth Management LLC
✚
|
FL | 0.1 |
|
Abel Financial Management Co
✚
|
0.1 | |
|
NIM Wealth Solutions Inc
✚
|
CA | 0.1 |