1823 Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$8,758,427
Total clients
30
37% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
30
Average account size
$291,948
About
1823 Wealth Management provides discretionary investment management and financial consulting to individuals, high‑net‑worth families, trusts, estates, charitable organizations, businesses and qualified/pension plans, and also accepts institutional clients. Financial planning is included at no additional cost for investment management clients, and the firm offers plan-level services such as investment policy statements, performance monitoring, and enrollment meetings.
The firm constructs customized portfolios using a strategic asset-allocation framework and a proprietary methodology, aligning allocations with each client’s objectives, risk tolerance and time horizon while monitoring and rebalancing on an ongoing basis. It draws on multiple methods of analysis — including macroeconomic, fundamental, quantitative, qualitative and technical approaches — and, with client approval, may use limited margin or options strategies to address liquidity or hedging needs.
Compared with many small independent advisers, 1823 provides qualified plan consulting and may act in ERISA fiduciary capacities (including potential 3(21)/3(38) roles) and conducts educational seminars and participant workshops on topics such as diversification, asset allocation, risk tolerance and time horizon. The firm manages approximately $8.76 million across about 30 client relationships, combining these institutional and retirement-plan services with individualized, discretionary portfolio management.
Client services
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Expertise
Options & derivatives strategies
Fee options
$0 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.75% annually $3,000,001+: 0.50% annually
Fee-only: Investment management fees based on assets under management; financial planning included at no additional cost.
Main office location
1823 Wealth Management LLC
Phoenix AZ, United States
Number of offices
1
Most active in
1823 Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Arizona · California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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