Thomas W. Balcom
Investment adviser representative at 1650 Wealth Management, LLC
14 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$119.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- 1650 Wealth ManagmentJan 2012 to now
- 1650 Wealth Management, LLCApr 2011 to now
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 3 states (FL, MA, TX).
1650 Wealth Management, LLC
$119.7MAssets managed
125Clients
1Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5232857
- Firm CRD
- 152985