1776 Wealth LLC
1776 Wealth LLC is an SEC-registered ria in Sandy Springs, GA with $390.8M assets under management (AUM, regulatory AUM), +5% over one year. See who owns 1776 Wealth LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 286321, SEC 801-109928, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $390.8M (2026-03-30)
- Firm type
- Ria
- Location
- Sandy Springs, GA
- Employees
- 2
- Clients
- 100
- CRD
- 286321
- Ownership
- SUAREZ, DEANNA, LEIGH; O'TOOLE, SEAN, DAVID; EDWARDS, MILES, J.; WILLIAMS, JOHN, RAY; Smith, Ryan
How much AUM does 1776 Wealth LLC have?
1776 Wealth LLC reported $390.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns 1776 Wealth LLC?
Disclosed owners and executives of 1776 Wealth LLC include SUAREZ, DEANNA, LEIGH, O'TOOLE, SEAN, DAVID, EDWARDS, MILES, J., WILLIAMS, JOHN, RAY, Smith, Ryan. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.