1650 WEALTH MANAGEMENT, LLC
CRD #152985 SEC #801-131337 LIGHTHOUSE POINT, FL 800-658-9560
SEC Registered Disclosures
Total AUM
$112M
Discretionary
$112M
Employees
1
Clients
0
Accounts
477
This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 23, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BALCOM, THOMAS, W. | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BALCOM, THOMAS, W. | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BALCOM, THOMAS, W. | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BALCOM, THOMAS, W. | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Sep 23, 2025 REGISTERED
Notice Filings (4)
FL IL MA TX
Address
4400 N FEDERAL HIGHWAYSUITE 2
LIGHTHOUSE POINT, FL 33064
United States
Phone: 800-658-9560