1650 Wealth Management, LLC

Overview

1650 Wealth Management, LLC is an independent, SEC-registered registered investment adviser that operates as a limited liability company. The firm is owner-operated (individual ownership) and positions itself as a capital allocator, blending traditional equity-focused portfolio management with access to third-party alternative managers. Its advisory offering centers on financial planning and portfolio management for individuals, families and small business clients, delivered on a percentage-of-assets-under-management fee basis. The firm shows a clear tilt toward liquid equity exposure as its primary allocation preference, while also maintaining relationships with external managers for non-traditional strategies. 1650 Wealth Management is not an active ESG investor, is not structured as a multi-state adviser, and does not list pension consulting or related-adviser arrangements as core activities.

Assets & Accounts

Investments & Alternatives

Location & Offices