$8.8M Total AUM
$8.8M Disc. AUM
-- 3Y CAGR
1 Employees
30 ADV. Clients
5 yrs Firm Age
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- Custodian
- Assetmark ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-28-2021
- Office Locations
- 1
Office Locations
-- Phoenix AZ
About 1823 Wealth Management LLC
1823 Wealth Management is an independent Phoenix-based RIA serving retail clients, including entrepreneurs, with holistic financial and wealth planning plus discretionary portfolio management. The firm emphasizes active management, asset allocation, and risk management using mutual funds and ETFs, including socially responsible options, on platforms such as Charles Schwab and AssetMark.
Team overview
-- AVG AGE
$8.8M AVG AUM / ADVISOR
$291.9K AVG AUM / CLIENT
5.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Summit Vector
Client Personas
Zenith wave
Custodian
Crest Vertex pathway
Investment Themes
Signal wave Bridge delta Horizon wave Peak
Investment Vehicles
Alpha
Services
Signal bridge Element atlas Ember eagle Vital Vector Vertex
Owner & Executives
IAN DEREK KOTHE-FLESCHER
Chief Compliance Officer, Financial Advisor, President
- CRD
- #5557465
- Ownership
- 75% or more
(911) 661-5904
vector.ember@deltacapital.com
in linkedin.com/in/crest-bridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,758,427 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,758,427 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,758,427
Equity - OTC:
31.5% Equity - Exchange:
27.2% Cash:
41.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $1,815,871,142 | 31.5% |
| Equity - Exchange | $1,567,990,319 | 27.2% |
| Cash | $2,380,808,830 | 41.3% |
| Total | $5,764,670,291 | 100.0% |