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1776 Wealth LLC

● SEC registered since 2017CRD 286321SEC# 801-109928Sandy Springs, GA
Export (members)
Reg. AUM
$372.1M
Employees
2
Accounts
367
Location
Sandy Springs, GA

1776 Wealth LLC assets under management

1776 Wealth LLC is an investment advisory firm registered with the SEC based in Sandy Springs, GA. The firm has been registered since 2017. It reports $372.1 million in regulatory assets under management and employs 2 people.
www.1776wealth.comView on SEC.gov ↗

1776 Wealth LLC owners & executives

3 reported
NameTitleOwnershipSince
Deanna Leigh Suarez ControlManaging Partner10-25%2022
Ryan SmithCcoUnder 5%2024
Sean David O'Toole ControlManaging PartnerOver 75%2016

Frequently asked questions

How much does 1776 Wealth LLC manage?

1776 Wealth LLC reports $372.1 million in regulatory assets under management on its Form ADV.

How many employees does 1776 Wealth LLC have?

1776 Wealth LLC reports 2 employees.

Where is 1776 Wealth LLC located?

1776 Wealth LLC is based in Sandy Springs, GA and has been SEC-registered since 2017.

Does 1776 Wealth LLC disclose fund performance?

1776 Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address750 Hammond Drive, Bldg 5, Suite 200, Sandy Springs, GA 30328
Phone678-257-2730
Fax678-559-0221
Office hours8:00 a.m. - 6:00 p.m.
SEC regionAtlanta Regional Office (ARO)
CIK1803140
Discloses disciplinary historyNo

Assets under management

Discretionary$372.1M
Non-discretionary$0
Total (RAUM)$372.1M