← Back to searchVisit website
1776 WEALTH LLC
CRD 286321 · SEC 801-109928
750 HAMMOND DRIVE, BLDG 5, SUITE 200, SANDY SPRINGS, GA, 30328, United States
Phone
678-257-2730
Fax
678-559-0221
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$390.8M
Discretionary AUM
$390.8M
Team
2 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersSUB-ADVISORY, ADVISORY CONSULTING, & FAMILY OFFICE SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 27 | $7.7M |
| High net worth individuals | 48 | $266.7M |
| Pension/profit sharing plans | 1 | $6.7M |
| Corporations/business entities | 24 | $109.7M |
States served
CA, GA, NV, TX, FL
All web addresses on file
Official SEC filing: View on IAPD