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1858 Wealth Management, Llc
Akron, Ohio
5.0
1 Review
1858 Wealth Management, LLC is a small investment advisory firm based out of Akron, OH. With a total of three employees, including two experienced investment advisors, the firm specializes in providing comprehensive wealth management services to a diverse client base. With over 110 individual clients, 1858 Wealth Management manages more than $151,220,000 in assets.
With an average of approximately $106,160,000 in assets under management per investment advisor, the firm maintains an industry-average performance in terms of asset management. Their compensation structure is designed to align with client needs, offering various optio...see more
Assets Under Mgmt
$151.22M
Investment Professionals
2
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Reviews for 1858 Wealth Management, Llc
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