1858 Wealth Management, LLC

1858 Wealth Management, LLC (CRD# 305817) is a financial advisory firm headquartered in Akron, OH. They manage $171,946,544 in 376 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
3250 West Market Street, Suite 105, Akron, OH 44333
http://1858wm.com
By the Numbers
  • Total Assets Under Management
    172
    MILLION
  • Total Number of Accounts
    376
    ACCOUNTS
  • Average Account Value
    $457,305
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH, TX

Financial Advisors at 1858 Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Joseph D'anniballe, financial advisor Akron OH
Joseph P. D'anniballe
CRD#: 2120625
3250 West Market Street, Akron, OH 44333

Joseph D'anniballe (CRD# 2120625) is an Investment Advisor Representative working at 1858 Wealth Management, LLC in Akron, OH and has over 33 years of experience in the finance industry.

2
Sean Houston, financial advisor Akron OH
Sean M. Houston
CRD#: 4059619
3250 West Market Street, Suite 105, Akron, OH 44333

Sean Houston (CRD# 4059619) is an Investment Advisor Representative working at 1858 Wealth Management, LLC in Akron, OH and has over 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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