1858 WEALTH MANAGEMENT, LLC
CRD #305817 SEC #801-117807 AKRON, OH (234) 678-5183
SEC Registered
Total AUM
$207.4M
Discretionary
$207.4M
Employees
3
Clients
26
Accounts
391
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 24, 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 |
|---|---|---|---|---|
| D'ANNIBALLE, JOSEPH, PAUL | I | MANAGING MEMBER, PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| D'ANNIBALLE, JOSEPH, PAUL | I | MANAGING MEMBER, PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| D'ANNIBALLE, JOSEPH, PAUL | I | MANAGING MEMBER, PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| D'ANNIBALLE, JOSEPH, PAUL | I | MANAGING MEMBER, PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| D'ANNIBALLE, JOSEPH, PAUL | I | MANAGING MEMBER, PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| D'ANNIBALLE, JOSEPH, PAUL | I | MANAGING MEMBER, PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| D'ANNIBALLE, JOSEPH, PAUL | I | MANAGING MEMBER, PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| D'ANNIBALLE, JOSEPH, PAUL | I | MANAGING MEMBER, PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| D'ANNIBALLE, JOSEPH, PAUL | I | MANAGING MEMBER, PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| D'ANNIBALLE, JOSEPH, PAUL | I | MANAGING MEMBER, PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| D'ANNIBALLE, JOSEPH, PAUL | I | MANAGING MEMBER, PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| HOUSTON, SEAN, MICHAEL | I | MANAGING MEMBER, PARTNER | D | Control |
| HOUSTON, SEAN, MICHAEL | I | MANAGING MEMBER, PARTNER | D | Control |
| HOUSTON, SEAN, MICHAEL | I | MANAGING MEMBER, PARTNER | D | Control |
| HOUSTON, SEAN, MICHAEL | I | MANAGING MEMBER, PARTNER | D | Control |
| HOUSTON, SEAN, MICHAEL | I | MANAGING MEMBER, PARTNER | D | Control |
| HOUSTON, SEAN, MICHAEL | I | MANAGING MEMBER, PARTNER | D | Control |
| HOUSTON, SEAN, MICHAEL | I | MANAGING MEMBER, PARTNER | D | Control |
| HOUSTON, SEAN, MICHAEL | I | MANAGING MEMBER, PARTNER | D | Control |
| HOUSTON, SEAN, MICHAEL | I | MANAGING MEMBER, PARTNER | D | Control |
| HOUSTON, SEAN, MICHAEL | I | MANAGING MEMBER, PARTNER | D | Control |
| HOUSTON, SEAN, MICHAEL | I | MANAGING MEMBER, PARTNER | D | Control |
Registrations
Federal
IA
Jan 24, 2025 REGISTERED
Notice Filings (3)
LA OH TX
Address
3250 WEST MARKET STREETSUITE 105
AKRON, OH 44333
United States
Phone: (234) 678-5183