1650 Wealth Management Revenue

Investment Management • Lauderdale-by-the-Sea, Florida, United States • 1-10 Employees

1650 Wealth Management revenue & valuation

Annual revenue	$1,031,149
Revenue per employee	$1,032,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$3,300,000
Total funding	No funding

Key Contact at 1650 Wealth Management

Tom Balcom

Founder

Company overview

Headquarters	255 Commercial Boulevard, Suite 200, Lauderdale by the Sea, Florida 33308, US
Phone number	+120241650
Website	1650wealth.com
NAICS	5231
SIC	628
Keywords	Alternative Investments, Registered Investment Advisor, Fiduciary, Comprehensive Wealth Management, Certified Financial Planner, Fee Only Investment Advisor, Independent Wealth Management Firm, Private Wealth Management Firm
Founded	2010
Employees	1-10
Socials

1650 Wealth Management Email Formats

1650 Wealth Management uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@1650wealth.com), used 100% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@1650wealth.com	100%

About 1650 Wealth Management

1650 Wealth Management is an independent, private wealth management firm located in Lauderdale by the Sea, Florida. We specialize in creating and implementing custom, comprehensive and sophisticated investment management strategies, designed to grow and protect your wealth, while employing tax minimization strategies. We are fee-only, independent wealth management firm possessing nearly 20 years of investment management expertise providing credentialed, objective and transparent investment counsel, with a fiduciary duty. We serve high net worth individuals, families, professionals, business owners, executives, retirees, foundations and endowments, providing exceptional, comprehensive, personalized service. We are dedicated to building long-term relationships with our clients. As an independent, private wealth management firm, our clients financial needs come first. We work for you on a fee-only basis. We do not sell products, nor are we compensated by sales commissions. We receive no financial incentives to utilize one investment vehicle over another, unlike larger institutions. We are committed to your success. We invite you to schedule a 60 minute complimentary consultation to discuss your financial objectives. Call or email us today to schedule your no-obligation consultation at 1-800-658-9560 or contactus@1650wealth.com We look forward to meeting with you!

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

1650 Wealth Management has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

1650 Wealth Management has never raised funding before.

1650 Wealth Management Tech Stack

Discover the technologies and tools that power 1650 Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Modernizr

JavaScript libraries

Underscore.js

JavaScript libraries

Drupal

CMS

Google Maps

Maps

jQuery

JavaScript libraries

PHP

Programming languages

HSTS

Security

AddToAny

Widgets

Google Analytics

Analytics

Moment.js

JavaScript libraries

Mailjet

Google Hosted Libraries

CDN

Frequently asked questions

1650 Wealth Management is located in Lauderdale-by-the-Sea, Florida, US.

You can reach 1650 Wealth Management at +120241650.

1650 Wealth Management generates an estimated annual revenue of $1,031,149. This revenue figure reflects the company's market position and business performance in its industry.

1650 Wealth Management has an estimated valuation of $3,300,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

1650 Wealth Management was founded in 2010, making it 16 years old. The company has established itself as a significant player in its industry over this time.

1650 Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at 1650 Wealth Management

Tom Balcom

Founder

4.8

40,000 users