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1650 WEALTH MANAGEMENT, LLC

LIGHTHOUSE POINT, FL · CRD 152985 · IAPD ↗ · 800-658-9560

$119.7MRegulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
5States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2026 — 1650 WEALTH MANAGEMENT, LLC notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
April 2025 — 1650 WEALTH MANAGEMENT, LLC notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2025 — 1650 WEALTH MANAGEMENT, LLC now reports custody of client assets ($14.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
95
November 2024 — 1650 WEALTH MANAGEMENT, LLC (LIGHTHOUSE POINT, FL) is newly SEC-registered with $111.0M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.