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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $207.4M | $207.4M | $0 | 3 | 0 |
| Feb 2024 | $171.9M | $171.9M | $0 | 3 | 0 |
| Feb 2023 | $151.2M | $151.2M | $0 | 3 | 0 |
| Jan 2022 | $192M | $192M | $0 | 3 | 0 |
| Feb 2021 | $131.5M | $125.2M | $6.3M | 3 | 0 |
| Jun 2020 | $101.6M | $101.6M | $0 | 2 | 0 |
| Jun 2020 | $101.6M | $101.6M | $0 | 2 | 0 |
| Apr 2020 | $101.6M | $101.6M | $0 | 2 | 0 |
| Mar 2020 | $101.6M | $101.6M | $0 | 2 | 0 |
| Jan 2020 | $0 | $0 | $0 | 2 | 0 |
| Nov 2019 | $0 | $0 | $0 | 2 | 0 |
DateJan 2025
Total AUM$207.4M
Discretionary$207.4M
Non-Disc.$0
Employees3
Clients0
DateFeb 2024
Total AUM$171.9M
Discretionary$171.9M
Non-Disc.$0
Employees3
Clients0
DateFeb 2023
Total AUM$151.2M
Discretionary$151.2M
Non-Disc.$0
Employees3
Clients0
DateJan 2022
Total AUM$192M
Discretionary$192M
Non-Disc.$0
Employees3
Clients0
DateFeb 2021
Total AUM$131.5M
Discretionary$125.2M
Non-Disc.$6.3M
Employees3
Clients0
DateJun 2020
Total AUM$101.6M
Discretionary$101.6M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$101.6M
Discretionary$101.6M
Non-Disc.$0
Employees2
Clients0
DateApr 2020
Total AUM$101.6M
Discretionary$101.6M
Non-Disc.$0
Employees2
Clients0
DateMar 2020
Total AUM$101.6M
Discretionary$101.6M
Non-Disc.$0
Employees2
Clients0
DateJan 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateNov 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0