Single Family OfficeRIA · CRD 314022SEC-Registered

Updated:

1823 Wealth Management

1823 Wealth Management is a family office with no known principals, AUM, or disclosed activity based on public records.

1823 Wealth Management

1823 Wealth Management is a family office registered in the United States. The firm's name suggests a possible founding year (1823) tied to a family fortune, but no public records confirm the origin of wealth or the family it serves. No principals are named in any public source, and the firm lacks a website, LinkedIn presence, or media footprint. The firm's investment strategy cannot be determined from available information. There are no disclosed asset classes, portfolio companies, co-investors, or geographic preferences. No regulatory filings or press releases mention its activities. The office may operate as a passive entity holding assets from a prior generation. No team size, additional offices, or adjacent vehicles — such as foundations or operating businesses — are known. No recent operational events are recorded. The absence of any public record since the firm's registration suggests a low-profile or dormant structure. The key structural differentiator is the firm's complete obscurity. It has no digital or media presence, which is unusual even for private family offices. This may indicate it is a shell or holding company rather than an active investment manager.

General information

Firm type

Single Family Office

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate 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 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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