1650 Wealth Management, LLC

1650 Wealth Management, LLC (CRD# 152985) is a financial advisory firm headquartered in Lighthouse Point, FL. They manage $102,800,000 in 798 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
4400 N Federal Highway, Suite 2, Lighthouse Point, FL 33064
https://www.1650wealth.com
By the Numbers
  • Total Assets Under Management
    103
    MILLION
  • Total Number of Accounts
    798
    ACCOUNTS
  • Average Account Value
    $128,822
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MA, TX

Financial Advisors at 1650 Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Thomas Balcom, financial advisor Lighthouse Point FL
Thomas W. Balcom
CRD#: 5232857
4400 N Federal Highway, Suite 2, Lighthouse Point, FL 33064

Thomas Balcom (CRD# 5232857) is an Investment Advisor Representative working at 1650 Wealth Management, LLC in Lighthouse Point, FL and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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