A complete list of active advisors currently associated with 1650 Wealth Management, LLC
Warmer can help you find a great advisor at 1650 Wealth Management, LLC or one who fits your needs even better.
1650 Wealth Management provides discretionary portfolio management and incidental financial planning to individuals and high‑net‑worth clients and, unusually for a solo independent adviser, also manages accounts for corporate entities, charitable organizations, and pension or profit‑sharing plans. The firm advises across mutual funds, ETFs, market‑linked notes and structured investments, and offers digital‑asset exposure only through ETFs rather than direct cryptocurrency holdings. The firm combines fundamental and technical analysis in its investment process, generally seeking a 12–18 month investment horizon to manage trading costs and tax considerations, and it may employ margin, borrowing, and option strategies within client accounts where appropriate. Management is executed in‑house on a discretionary basis without outsourcing to third‑party managers, and accounts are monitored regularly with quarterly reporting and commentary. What is noteworthy about this firm relative to peers is its size and client mix — managing about $119.65 million in discretionary assets as a single‑adviser practice while serving corporate, charitable, and retirement plan clients — and its use of borrowing in separately managed accounts, which is uncommon among similar independent advisers. The brochure also discloses a resolved administrative matter with the State of Florida Office of Financial Regulation from December 2018 and operational features such as standing letters of authorization (SLOAs) that affect custody treatment and legacy fee arrangements tied to prior referral relationships.
To learn more about the advisors currently working at 1650 Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Lighthouse Point, FL
| 19
|
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