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1650 WEALTH MANAGEMENT, LLC
CRD 152985File 801-131337
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 18, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$119.7M
Bottom 25% of cohort (national)
Discretionary AUM
$119.7M
Clients
125
484 accounts
Employees
1
Bottom 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Oct 23, 2024
- Principal office
- 4400 N FEDERAL HIGHWAY, SUITE 2, LIGHTHOUSE POINT, FL, 33064
- Phone
- 800-658-9560
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $119.7M
- Discretionary AUM
- $119.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 484
- Non-discretionary accounts
- 0
- Total accounts
- 484
- AUM per client
- $957K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 1 | $5.0M |
| Charitable organizations | 1 | $1.5M |
| High net worth individuals | 37 | $88.2M |
| Pension and profit sharing plans | Fewer than 5 | $1.0M |
| Individuals (other than high net worth individuals) | 85 | $24.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11D2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.