818 WEALTH, LLC

818 WEALTH, LLC of FORT WORTH, TX is an SEC-registered investment adviser (CRD 335975). Regulatory assets under management: $117.1M.

Registration

• CRD: 335975
• SEC file number: 801-135389
• Type: Registered investment adviser
• Location: 425 HOUSTON STREET, SUITE 575, FORT WORTH, TX, 76102
• Phone: 682-747-0134
• Latest filing: 2026-03-23
• Regulatory AUM: $117.1M
• Discretionary AUM: $116.3M
• Non-discretionary AUM: $821K
• Clients: 6
• Accounts: 181

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 335975 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search