Investment adviser · CRD 305817
1858 WEALTH MANAGEMENT, LLC
Investment adviser filing (IA)
AKRON, OH, United States · Form ADV filed Jan 24, 2025
- Regulatory AUM
- $207M Form ADV · Item 5.F
- Client accounts
- 391 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 56 | $155,277,000 | 74.9% |
| Individuals | 140 | $42,044,000 | 20.3% |
| Retirement plans | Fewer than 5 | $8,300,000 | 4.0% |
| Charities | Fewer than 5 | $1,738,129 | 0.8% |
Filing source
Form ADV 1930135 · Jan 24, 2025 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 24, 2025. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets
Principal office
3250 WEST MARKET STREET, SUITE 105AKRON, OH, 44333, United States
CRD 305817
Filing source
Form ADV 1930135 · Jan 24, 2025 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.