# 1823 Wealth Management LLC

> 1823 Wealth Management LLC is a state-registered investment advisory firm, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 11, 2026.

- CRD: 314022
- Filed as: 1823 WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: March 11, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/314022
- AdvisorCensus page: https://advisorcensus.com/firm/1823-wealth-management-llc-314022

## Quick answers

**How is 1823 Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), 1823 Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is 1823 Wealth Management LLC registered with the SEC or a state?**
1823 Wealth Management LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 314022.

**How much does 1823 Wealth Management LLC manage?**
1823 Wealth Management LLC reports $8,758,427 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (100% discretionary).

**What types of clients does 1823 Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (19); high net worth individuals (11).

**Does 1823 Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/314022

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $8,758,427
- Discretionary: $8,758,427
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 19 | $1,847,227 |
| High net worth individuals | 11 | $6,911,200 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- 1823wealthmanagement.com
- Facebook @ian.flescher
- LinkedIn @ian-kothe-flescher-08873a11b

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. 1823 Wealth Management LLC (CRD 314022): Form ADV filing data as of October 2026.