LIGHTHOUSE POINT, FLCRD 152985Latest ADV March 18, 2026
1650 Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lighthouse Point, FL. Its latest Form ADV filing, dated March 18, 2026, reports $120M in regulatory assets under management, 1 employee, and 484 accounts.
Assets Under Management
$120M
Employees
1
Offices
--
Total Clients
125
Primary office
LIGHTHOUSE POINT, FL
4400 N FEDERAL HIGHWAY, SUITE 2, LIGHTHOUSE POINT, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 68.0% of total clients.
Top client categories% of clientsClients
1
Individuals
68.0%
85
2
HNWI
29.6%
37
3
Pension Plans
0.8%
1
4
Charitable
0.8%
1
5
Corporations
0.8%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$120Mas of March 18, 2026
Discretionary100.0%
$120M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$120M
Total Accounts484
10Y AUM Change+$9M (+7.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee125:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.