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1650 WEALTH MANAGEMENT, LLC
CRD 152985 · SEC 801-131337
4400 N FEDERAL HIGHWAY, SUITE 2, LIGHTHOUSE POINT, FL, 33064, United States
Phone
800-658-9560
Fax
866-574-1087
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$119.7M
Discretionary AUM
$119.7M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 85 | $24.0M |
| High net worth individuals | 37 | $88.2M |
| Pension/profit sharing plans | 1 | $1.0M |
| Charitable organizations | 1 | $1.5M |
| Corporations/business entities | 1 | $5.0M |
States served
IL, MA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD