1650 Wealth Management, LLC

1650 Wealth Management, LLC (CRD# 152985) is a financial advisory firm headquartered in Fort Lauderdale, FL. They manage $65,000,000 in 550 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    65
    MILLION
  • Total Number of Accounts
    550
    ACCOUNTS
  • Average Account Value
    $118,182
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at 1650 Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
David W. Austin
CRD#: 1137007
9100 S. Dadeland Blvd, Suite 1500, Miami, FL 33156
96
Wealthminder
score

David Austin (CRD# 1137007) is an Investment Advisor Representative working at 1650 Wealth Management, LLC in Miami, FL and has over 32 years of experience in the finance industry. David Austin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Thomas W. Balcom
CRD#: 5232857
255 Commercial Blvd. #200, Suite 200, Fort Lauderdale, FL 33308
80
Wealthminder
score

Thomas Balcom (CRD# 5232857) is an Investment Advisor Representative working at 1650 Wealth Management, LLC in Fort Lauderdale, FL and has 1 year of experience in the finance industry. Thomas Balcom has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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