1858 WEALTH MANAGEMENT, LLC
Adviser information for 1858 WEALTH MANAGEMENT, LLC last updated from Form ADV on February 5th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Ohio, United States |
Employees
Total Number of Employees | 3 |
---|---|
Investment Advisory/Research | 2 |
Registered Broker-Dealer Representatives | 1 |
Registered State Investment Advisers | 2 |
Licensed Agents of an Insurance Company | 2 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 376 | $171.9M |
Non-Discretionary | 0 | $0 |
Total | 376 | $171.9M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 162 | $28.7M |
HNW Individuals | 31 | $134.8M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | <5 | $6.9M |
Charitable organizations | <5 | $1.6M |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 26-50 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers) |
---|---|
Compensation | % of AUM |
Principal Office
3250 WEST MARKET STREETSUITE 105
AKRON
OH
United States
Monday - Friday, 8:00AM TO 5:00PM
Tel: (234) 678-5183, Fax: (234) 678-5187
Websites
Chief Compliance Officer
JOSEPH P. D'ANNIBALLE
PARTNER
3250 WEST MARKET STREET
SUITE 105
AKRON
OH
United States
Tel:
(234) 678-5183
J**@*********M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
D'ANNIBALLE, JOSEPH, PAUL | Individual | – | MANAGING MEMBER, PARTNER AND CHIEF COMPLIANCE OFFICER | 11/2019 | 50-75% |
HOUSTON, SEAN, MICHAEL | Individual | – | MANAGING MEMBER, PARTNER | 11/2019 | 50-75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 18th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ABBOTT LABS | COM | 668K | 6K | – |
ABBVIE INC | COM | 736K | 4K | – |
ACCENTURE PLC IRELAND | SHS CLASS A | 252K | 832 | – |
ADOBE INC | COM | 2M | 3K | – |
ADVANCED MICRO DEVICES INC | COM | 815K | 5K | – |
ALPHABET INC | CAP STK CL C | 3M | 16K | – |
ALPHABET INC | CAP STK CL A | 894K | 5K | – |
AMAZON COM INC | COM | 3M | 17K | – |
AMERICAN EXPRESS CO | COM | 590K | 3K | – |
AMETEK INC | COM | 4M | 23K | – |
APPLE INC | COM | 7M | 31K | – |
APPLIED MATLS INC | COM | 297K | 1K | – |
ARISTA NETWORKS INC | COM | 2M | 5K | – |
AUTOMATIC DATA PROCESSING IN | COM | 1M | 6K | – |
BANK NEW YORK MELLON CORP | COM | 291K | 5K | – |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 3M | 6K | – |
BOEING CO | COM | 623K | 3K | – |
BOSTON SCIENTIFIC CORP | COM | 227K | 3K | – |
BRISTOL-MYERS SQUIBB CO | COM | 257K | 6K | – |
BROADCOM INC | COM | 787K | 490 | – |
BROADRIDGE FINL SOLUTIONS IN | COM | 364K | 2K | – |
CADENCE DESIGN SYSTEM INC | COM | 2M | 7K | – |
CARNIVAL CORP | UNIT 99/99/9999 | 300K | 16K | – |
CARRIER GLOBAL CORPORATION | COM | 854K | 14K | – |
CATERPILLAR INC | COM | 1M | 3K | – |
CENCORA INC | COM | 285K | 1K | – |
CHENIERE ENERGY INC | COM NEW | 270K | 2K | – |
CHEVRON CORP NEW | COM | 218K | 1K | – |
CISCO SYS INC | COM | 853K | 18K | – |
CITIGROUP INC | COM NEW | 252K | 4K | – |
CLEAN HARBORS INC | COM | 213K | 941 | – |
CME GROUP INC | COM | 4M | 18K | – |
COCA COLA CO | COM | 458K | 7K | – |
CROWDSTRIKE HLDGS INC | CL A | 2M | 5K | – |
DELTA AIR LINES INC DEL | COM NEW | 236K | 5K | – |
DOORDASH INC | CL A | 285K | 3K | – |
EATON CORP PLC | SHS | 383K | 1K | – |
ELEVANCE HEALTH INC | COM | 259K | 478 | – |
ELI LILLY & CO | COM | 293K | 324 | – |
EMERSON ELEC CO | COM | 215K | 2K | – |
EOG RES INC | COM | 965K | 8K | – |
EXXON MOBIL CORP | COM | 556K | 5K | – |
FEDEX CORP | COM | 204K | 682 | – |
FIFTH THIRD BANCORP | COM | 410K | 11K | – |
FIRST TR EXCHANGE TRADED FD | NASDQ CLN EDGE | 920K | 8K | – |
FIRST TR EXCHANGE TRADED FD | FINLS ALPHADEX | 731K | 16K | – |
FIRSTENERGY CORP | COM | 206K | 5K | – |
FISERV INC | COM | 225K | 2K | – |
GE AEROSPACE | COM NEW | 1M | 8K | – |
GE VERNOVA INC | COM | 2M | 10K | – |
GENERAL DYNAMICS CORP | COM | 916K | 3K | – |
GENERAL MLS INC | COM | 508K | 8K | – |
GLOBAL X FDS | US INFR DEV ETF | 535K | 14K | – |
GRAINGER W W INC | COM | 1M | 2K | – |
HANNON ARMSTRONG SUST INFR C | COM | 208K | 7K | – |
HOME DEPOT INC | COM | 724K | 2K | – |
HOWMET AEROSPACE INC | COM | 219K | 3K | – |
INTUITIVE SURGICAL INC | COM NEW | 2M | 4K | – |
INVESCO EXCHANGE TRADED FD T | BUYBACK ACHIEV | 238K | 2K | – |
IQVIA HLDGS INC | COM | 203K | 960 | – |
IRON MTN INC DEL | COM | 227K | 3K | – |
ISHARES TR | IBONDS 25 TRM TS | 3M | 120K | – |
ISHARES TR | IBONDS 27 TRM TS | 3M | 124K | – |
ISHARES TR | IBONDS 29 TRM TS | 3M | 127K | – |
JOHNSON CTLS INTL PLC | SHS | 470K | 7K | – |
JPMORGAN CHASE & CO. | COM | 737K | 4K | – |
KIMBERLY-CLARK CORP | COM | 294K | 2K | – |
LAM RESEARCH CORP | COM | 270K | 254 | – |
LENNOX INTL INC | COM | 212K | 397 | – |
LINDE PLC | SHS | 202K | 461 | – |
LOWES COS INC | COM | 256K | 1K | – |
MCDONALDS CORP | COM | 239K | 939 | – |
MERCK & CO INC | COM | 2M | 18K | – |
META PLATFORMS INC | CL A | 4M | 7K | – |
MICRON TECHNOLOGY INC | COM | 614K | 5K | – |
MICROSOFT CORP | COM | 7M | 15K | – |
NETFLIX INC | COM | 1M | 2K | – |
NEXTERA ENERGY INC | COM | 639K | 9K | – |
NORTHROP GRUMMAN CORP | COM | 798K | 2K | – |
NVENT ELECTRIC PLC | SHS | 847K | 11K | – |
NVIDIA CORPORATION | COM | 5M | 38K | – |
OCCIDENTAL PETE CORP | COM | 800K | 13K | – |
ORACLE CORP | COM | 375K | 3K | – |
PACER FDS TR | PACER US SMALL | 2M | 39K | – |
PACER FDS TR | US CASH COWS 100 | 1M | 19K | – |
PACER FDS TR | GLOBL CASH ETF | 2M | 60K | – |
PALO ALTO NETWORKS INC | COM | 3M | 9K | – |
PROCTER AND GAMBLE CO | COM | 445K | 3K | – |
PROLOGIS INC. | COM | 228K | 2K | – |
PROSHARES TR | ULTR RUSSL2000 | 355K | 8K | – |
PULTE GROUP INC | COM | 295K | 3K | – |
QUALCOMM INC | COM | 444K | 2K | – |
QUANTA SVCS INC | COM | 606K | 2K | – |
REINSURANCE GRP OF AMERICA I | COM NEW | 251K | 1K | – |
RTX CORPORATION | COM | 821K | 8K | – |
SALESFORCE INC | COM | 236K | 917 | – |
SCHWAB CHARLES CORP | COM | 238K | 3K | – |
SERVICENOW INC | COM | 2M | 2K | – |
SKYWORKS SOLUTIONS INC | COM | 241K | 2K | – |
SPDR SER TR | S&P INS ETF | 734K | 15K | – |
SUPER MICRO COMPUTER INC | COM | 1M | 2K | – |
SYNOPSYS INC | COM | 264K | 443 | – |
SYSCO CORP | COM | 226K | 3K | – |
T-MOBILE US INC | COM | 422K | 2K | – |
TAPESTRY INC | COM | 260K | 6K | – |
TARGET CORP | COM | 437K | 3K | – |
TJX COS INC NEW | COM | 249K | 2K | – |
TOYOTA MOTOR CORP | ADS | 1M | 5K | – |
UBER TECHNOLOGIES INC | COM | 2M | 31K | – |
UNITEDHEALTH GROUP INC | COM | 292K | 574 | – |
VANECK ETF TRUST | INDIA GROWTH LDR | 786K | 15K | – |
VERISK ANALYTICS INC | COM | 277K | 1K | – |
VERTEX PHARMACEUTICALS INC | COM | 1M | 3K | – |
VERTIV HOLDINGS CO | COM CL A | 2M | 21K | – |
VISA INC | COM CL A | 2M | 6K | – |
WASTE CONNECTIONS INC | COM | 237K | 1K | – |
WORKDAY INC | CL A | 648K | 3K | – |