# 1650 WEALTH MANAGEMENT, LLC

1650 WEALTH MANAGEMENT, LLC of LIGHTHOUSE POINT, FL is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 152985
- Type: SEC-registered investment adviser
- SEC file number: 801-131337
- Location: 4400 N FEDERAL HIGHWAY, SUITE 2, LIGHTHOUSE POINT, FL, 33064
- Phone: 800-658-9560
- Latest filing: 2026-03-18
- Regulatory AUM: $119.7M
- Discretionary AUM: $119.7M
- Clients: 1
- Accounts: 484

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Thomas W Balcom | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| BALCOM THOMAS W | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| Thomas W. Balcom | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |


## Disclosures (4)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2018-11-30 | regulatory | THE STATE OF FLORIDA OFFICE OF FINANCIAL REGULATION DISCOVERED FINDINGS DURING THE COURSE OF THEIR REGULATORY EXAM OF THE FIRM. 1650 WEALTH MANAGEMENT AMICABLY RESOLVED THIS MATTER. | Final | $10K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/152985/brochure
- Similar advisers: https://search.stillhousedata.com/firm/152985/similar
- Related entities: https://search.stillhousedata.com/firm/152985/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/152985

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.