1823 Wealth Management LLC

Overview

1823 Wealth Management LLC is an independent registered investment adviser operating as a limited liability company that primarily serves individual and family clients. The firm bills on a percentage-of-assets-under-management basis and offers comprehensive advisory services including financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and educational seminars. Its stated investment preference skews toward equities, with a particular concentration in non-exchange traded equity positions. The advisory model appears fee-focused and discretionary: the firm reports all AUM as discretionary, which suggests portfolio decisions are frequently executed on the firm’s authority rather than on an advisory-only, client-directed basis. 1823 Wealth Management does not identify as an active ESG investor and is categorized as a single-state, independently owned RIA rather than part of a larger network or multi-state platform.

Assets & Accounts

Investments & Alternatives

Location & Offices