← Tributary

1858 WEALTH MANAGEMENT, LLC

AKRON, OH · CRD 305817 · IAPD ↗ · 1858wm.com · (234) 678-5183

$207.4MRegulatory AUM
2Advisory reps
3Employees
0Clients
26-50Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
January 2026 — 1858 WEALTH MANAGEMENT, LLC (AKRON, OH) left the SEC roster (was $207.4M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
42
February 2025 — 1858 WEALTH MANAGEMENT, LLC notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
March 2024 — 1858 WEALTH MANAGEMENT, LLC now reports custody of client assets ($67.5M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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