1858 Wealth Management, LLC
1858 Wealth Management, LLC is an SEC-registered investment advisory firm headquartered in Akron, Ohio, at 3250 West Market Street. Founded in October 2009, the firm provides wealth management and financial planning services to individuals, high net worth individuals, trusts, estates, businesses, and retirement plans. The firm acts as a fiduciary, focusing on long-term investment management, retirement, estate, and financial planning strategies. 1858 Wealth Management employs three staff, and its partners are Joseph P. D'Anniballe and Sean M. Houston, both with clean disciplinary records. The firm is committed to transparency and client service and serves primarily US-based clients.
Investment Strategy
1858 Wealth Management employs discretionary investment management with a focus on long-term strategies. The firm utilizes fundamental and technical analysis to build portfolios, often based on individual equities, bonds, and exchange-traded funds (ETFs). Clients may customize their restrictions and risk profiles. The firm emphasizes diversified, client-specific allocations intended to meet long-term personal or business financial goals, and charges tiered, asset-based fees (not performance fees).
Top Holdings
Equity Positions (117)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 6.10% | $8.3M | 16,629 | $381.72 | $497.41 | +$2.1M |
N NVDA | NVIDIA CORPORATION | 4.54% | $6.2M | 38,999 | $54.05 | $157.99 | +$2.0M |
A AAPL | APPLE INC | 4.48% | $6.1M | 29,618 | $197.31 | $205.17 | -$602.9K |
S SHV | ISHARES TR | 4.29% | $5.8M | 52,638 | $110.42 | $110.42 | +$5.8M |
M META | META PLATFORMS INC | 4.04% | $5.5M | 7,422 | $390.47 | $738.09 | +$1.5M |