1776 WEALTH LLC

RIASEC RegisteredEst. 2017

Total AUM

$391M

Discretionary

$391M

100% of AUM

Avg account

$896K

Accounts

436

Employees

Advisory reps

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

FINTRX

Overview

1776 Wealth LLC is an independent registered investment adviser formed as an LLC and registered with the SEC in 2017. The firm is owned by an individual and operates as a capital allocator, serving both individual and family clients as well as institutional clients. Its advisory offerings include financial planning, portfolio management for individuals, small businesses and larger institutions, pension consulting services, and selection of other advisers. Compensation is flexible across percentage-of-AUM, hourly, and fixed-fee arrangements. The firm does not position itself as an active ESG investor and is not registered as a multi-state adviser. Industry affiliation data indicates a relationship with a broker-dealer. The combination of capital-allocation activity and the stated role of selecting other advisers suggests the firm routinely places client capital with outside managers alongside internally managed strategies.