1977 Wealth, LLC

Overview

1977 Wealth, LLC is a recently formed SEC-registered advisory firm organized as a limited liability company and registered in 2026. Its regulatory filings classify it as unclassified and list advisory services focused on financial planning and discretionary portfolio management for individuals, small businesses, and institutions. The firm also lists pension consulting among its advisory activities in the registration materials, although the snapshot flags it as not designated a pension consultant. Fee arrangements on record include percentage-of-AUM charging alongside fixed fees and other fee structures. The firm is not described as a capital allocator, is not identified as an active ESG investor, and is not a multistate adviser according to the available snapshot. Industry affiliation is reported as Other Investment Adviser.

Assets & Accounts

Location & Offices