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1823 Wealth Management
1823 WEALTH MANAGEMENT LLC is an SEC-registered investment adviser with approximately $9 million in regulatory assets under management. The firm has 1 employee...
1823 Wealth Management
1823 WEALTH MANAGEMENT LLC is an SEC-registered investment adviser with approximately $9 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.
General information
Firm type
Single Family Office
Frequently asked questions
Who founded 1823 Wealth Management, and what is the source of wealth?
No public information identifies the founder or wealth origin. The firm's name suggests a possible 1823 founding date, but this is unconfirmed (public record).
What is the investment strategy of 1823 Wealth Management?
No investment strategy is publicly disclosed. The firm has not reported any portfolio companies, asset class preferences, or co-investment activity (public record).
Is 1823 Wealth Management actively deploying capital?
There is no evidence of recent capital deployment. The firm has no known deal activity or fundraising presence in any public channel (public record).
How large is the team at 1823 Wealth Management?
The team size is unknown. No professionals or principals are listed in any public directory or regulatory filing (public record).
Where is 1823 Wealth Management based, and does it have additional offices?
The location is not publicly confirmed. No additional offices are known (public record).
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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