1823 WEALTH MANAGEMENT LLC

1823 WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 314022). Regulatory assets under management: $8.8M.

Registration

• CRD: 314022
• Type: Registered investment adviser
• Phone: (602) 699-6077
• Latest filing: 2026-03-11
• Regulatory AUM: $8.8M
• Discretionary AUM: $8.8M
• Clients: 1
• Accounts: 41

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 314022 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search