Also known as 1858 wealth
1858 Wealth Management is a financial advisory firm in Akron, Ohio, founded in 2009, with about $151 million in assets. Led by Sean M. Houston, CIMA, and Joseph P. D'Anniballe, CFP, it provides investment advice, estate planning and financial strategy services. The firm follows a three-step process of assessing, planning and managing, based on data-driven analysis and individualized strategies, and offers client education resources.
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1858 Wealth Management is a wealth manager based in Akron, United States, managing approximately $151M in assets.
1858 Wealth Management is headquartered in Akron, United States.
1858 Wealth Management manages approximately $151M in assets under management.
1858 Wealth Management was founded in 2009.
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