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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

1858 WEALTH MANAGEMENT, LLC

CRD 305817

AKRON, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6cbcf171-36a0-45c3-b312-25bc520a668d

Data as of Jan 24, 2025 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:49 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 5
On other graphs: 0
Observed: Nov 15, 2019 to Jan 24, 2025
11 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $207MItem 5.F on the latest filing (2025-01-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $207M
Private client RAUM: $197MderivedItem 5.D individuals plus high net worth individuals
Private client share: 95%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 3
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 391
Individual clients: 140
High net worth clients: 56
Custody, client assets: $129M
SEC number: 801-117807
CRD: 305817
Filings on the tape: 11
First filed: Nov 15, 2019
Latest filed: Jan 24, 2025
Organised: Limited Liability Company, OH
Website: 1858wm.com

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
D'ANNIBALLE, JOSEPH, PAUL	MANAGING MEMBER, PARTNER AND CHIEF COMPLIANCE OFFICER	D	yes	11/2019	Nov 15, 2019	Feb 5, 2024
HOUSTON, SEAN, MICHAEL	MANAGING MEMBER, PARTNER	D	yes	11/2019	Nov 15, 2019	Feb 5, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2024	Jan 24, 2025	$207M	$207M	3	2	n/a	n/a
2023	Feb 5, 2024	$172M	$172M	3	2	n/a	n/a
2022	Feb 3, 2023	$151M	$151M	3	2	n/a	n/a
2021	Jan 28, 2022	$192M	$192M	3	2	n/a	n/a
2020	Feb 18, 2021	$131M	$125M	3	2	n/a	n/a
2019	Mar 14, 2020	$102M	$102M	2	2	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	2	-2	n/a	0	0	0	0	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$207M	$172M	20.6%	$192M	2.6%	3	3	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
CONCURRENT INVESTMENT ADVISORS, LLC	2	Dec 31, 2025	Dec 4, 2025	AKRON, OH	Team lift out	RIA to RIA	100.0%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
WELLS FARGO ADVISORS	2	Jan 9, 2020	Jan 3, 2020	AKRON, OH	Team lift out	Wirehouse to new firm	0.1%

Relationships

Registered with (2)

← JOSEPH PAUL D'ANNIBALLEAdvisorregistration: previous registration
Jan 3, 2020 to Dec 31, 2025factForm ADV
← SEAN MICHAEL HOUSTONAdvisorregistration: previous registration
Jan 3, 2020 to Dec 31, 2025factForm ADV

Moved with (2)

→ CONCURRENT INVESTMENT ADVISORS, LLCRegistered adviser2 advisors, team lift out, same day
Dec 31, 2025 to Dec 4, 2025factForm ADV
← WELLS FARGO ADVISORSRegistered adviser2 advisors, team lift out, same day
Jan 9, 2020 to Jan 3, 2020factForm ADV

Controls (2)

← D'ANNIBALLE, JOSEPH, PAULOwnerMANAGING MEMBER, PARTNER AND CHIEF COMPLIANCE OFFICER, ownership code D, individual
Nov 15, 2019 to Feb 5, 2024factForm ADV
← HOUSTON, SEAN, MICHAELOwnerMANAGING MEMBER, PARTNER, ownership code D, individual
Nov 15, 2019 to Feb 5, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 31, 2025
Team lift-out
2 advisors left 1858 Wealth Management, LLC (Akron, OH) for Concurrent Investment Advisors, LLC on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Dec 31, 2025
Advisor changed firm
Joseph Paul D'Anniballe left 1858 Wealth Management, Llc for Concurrent Investment Advisors, Llc (registered 2025-12-04)
Form ADVobserved 4 days ago
Occurred
Dec 31, 2025
Advisor changed firm
Sean Michael Houston left 1858 Wealth Management, Llc for Concurrent Investment Advisors, Llc (registered 2025-12-04)
Form ADVobserved 4 days ago
Occurred
Nov 15, 2019
First Form ADV filing
1858 Wealth Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Show 1 bookkeeping events

Occurred
Jan 2, 2026
1858 Wealth Management, Llc no longer on the SEC adviser roster (last listed 2025-12-20, RAUM $207.4M)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6cbcf171-36a0-45c3-b312-25bc520a668d
First observed: Nov 15, 2019
Last observed: Jan 24, 2025 20 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

1858 WEALTH MANAGEMENT, LLC

CRD 305817

AKRON, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6cbcf171-36a0-45c3-b312-25bc520a668d

Data as of Jan 24, 2025 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:49 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

D'ANNIBALLE, JOSEPH, PAUL

MANAGING MEMBER, PARTNER AND CHIEF COMPLIANCE OFFICER

yes

11/2019

Nov 15, 2019

Feb 5, 2024

HOUSTON, SEAN, MICHAEL

MANAGING MEMBER, PARTNER

yes

11/2019

Nov 15, 2019

Feb 5, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Jan 24, 2025

$207M

n/a

2023

Feb 5, 2024

$172M

n/a

2022

Feb 3, 2023

$151M

n/a

2021

Jan 28, 2022

$192M

n/a

2020

Feb 18, 2021

$131M

$125M

n/a

2019

Mar 14, 2020

$102M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-2

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$207M

$172M

20.6%

$192M

2.6%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CONCURRENT INVESTMENT ADVISORS, LLC

Dec 31, 2025

Dec 4, 2025

AKRON, OH

Team lift out

RIA to RIA

100.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

WELLS FARGO ADVISORS

Jan 9, 2020

Jan 3, 2020

AKRON, OH

Team lift out

Wirehouse to new firm

0.1%