1977 Wealth, LLC

Overview

1977 Wealth, LLC is an SEC-registered limited liability company that began registration in 2026 and is described as a newly formed adviser. Ownership is listed as a combination of a domestic entity and an individual; the firm’s regulatory classification is unclassified. It identifies as an "Other Investment Adviser" in its industry affiliations. The firm offers a mix of client services concentrated on ongoing advice and management: financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Its published fee arrangements include percentage-of-AUM billing, fixed fees, and other fee types, indicating flexibility in engagement structures. The firm is not flagged as an active ESG investor, is not a multi-state adviser, and is not identified as a capital allocator.

Assets & Accounts

Location & Offices