1650 Wealth Management
Finance · Florida, United States · 1-10 Employees
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Overview
Headquarters
255 Commercial Blvd Ste 200, Lauderdale ...Phone Number
(954) 903-0009Website
www.1650wealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About 1650 Wealth Management
1650 Wealth Management is an independent private wealth management firm based in Lauderdale by the Sea, Florida, specializing in high-net-worth individuals, business owners, widowers, corporate executives, and retirees. The firm focuses on creating and managing custom investment portfolios while adhering to a fiduciary standard, ensuring that clients' best interests are prioritized. With over 20 years of experience, they offer a fee-only model, free from sales commissions, and provide a high-touch, boutique experience. Their commitment to transparency and client relationships sets them apart in the wealth management industry.Explore more
1650 Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2014
MZ
Mitch ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
1650 Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
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1650 Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about 1650 Wealth Management.
1650 Wealth Management Tech Stack
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Frequently Asked Questions Regarding 1650 Wealth Management
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1650 Wealth Management is an independent private wealth management firm based in Lauderdale by the Sea, Florida, specializing in high-net-worth individuals, business owners, widowers, corporate executives, and retirees. The firm focuses on creating and managing custom investment portfolios while adhering to a fiduciary standard, ensuring that clien... Read More
