$119.7M Total AUM
$119.7M Disc. AUM
-- 3Y CAGR
1 Employees
125 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-15-2010
- Office Locations
- 1
Office Locations
4400 N Federal Highway Suite 2 Lighthouse Point FL
About 1650 Wealth Management, LLC
1650 Wealth Management is an independent, fee-only RIA in coastal Florida serving high-net-worth individuals, business owners, widowers, executives, and retirees. The firm provides high-touch wealth management and financial planning, building and actively managing customized portfolios with broad product access. Public filings indicate equity ETFs are a primary implementation vehicle, with Schwab as a key custodian.
Team overview
51 AVG AGE
$119.7M AVG AUM / ADVISOR
$957.2K AVG AUM / CLIENT
15.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Insight north Delta Ember horizon Atlas glacier Timber legacy Momentum
Client Personas
Crest Momentum
Custodian
Vector Delta Unison Timber ember Legacy unison
Investment Themes
Prime Glacier Ridge
Investment Vehicles
Optima Momentum
Platform
Element vertex
Services
Beacon momentum Eagle Beacon Catalyst frontier Element Matrix legacy Unison vertex Fusion Optima Unison
Owner & Executives
THOMAS W. BALCOM
Founder
- CRD
- #5232857
- Ownership
- 75% or more
(899) 606-2903
wave.peak@beaconcapital.com
in linkedin.com/in/focus-momentum
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $119,650,000 | $247,211 |
| Non-Discretionary | $0 | -- |
| Total | $119,650,000 | $247,211 |
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Separately Managed Accounts
Total SMA Asset: $119,650,000
Equity - Exchange:
25.1% Equity - OTC:
30.4% Cash:
11.3% Other:
33.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,011,903,307 | 25.1% |
| Equity - OTC | $1,225,572,133 | 30.4% |
| Cash | $455,558,063 | 11.3% |
| Other | $1,338,453,777 | 33.2% |
| Total | $4,031,487,280 | 100.0% |