1776 Wealth LLC
Firm details
- Headquarters
- Sandy Springs, Georgia
- CRD number
- 286321
- Registered since
- February 6, 2017
- Website
- www.1776wealth.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI68.25%
- Corporations / Businesses28.06%
- Individuals1.98%
- Pension & Profit Sharing Plans1.7%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
1776 Wealth LLC is an independent, SEC-registered registered investment adviser organized as an LLC and operating since 2017. The firm is owner-operated (individual owner) and describes itself as a capital allocator serving both individual/family and institutional clients. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Core advisory capabilities listed by the firm include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting services, and selection of other advisers. The firm reports a broker-dealer affiliation and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities70%
- Cash & Cash Equivalents14%
- Public Funds/Mutual Funds13%
- Other2%
- US Government Bonds1%
Owners & executives
3 of 3
Ryan Smith
Chief Compliance OfficerCRD 4596415
Deanna Suarez
COOCRD 4868261
Sean O'toole
Founder and CEOCRD 2738074
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 83Active vs passive
$93.7M in ETFs
51%
$48.1M
47%
$45.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST VALUE LINE DIVIDEND INDEX FUND (FVD) | First Trust | Passive | Large Value | $6.2M | 129,159 | 6.64% |
Location
Sandy Springs, GA
Fulton
Location
Sandy Springs, GA
Headquartered in Sandy Springs, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 750 Hammond Dr
- Time zone
- ET (UTC-5)
- Office locations
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