1776 WEALTH LLC

750 Hammond Drive
Bldg 5, Suite 200
Sandy Springs, Georgia 30328
Tel: 678-257-2730

About 1776 WEALTH LLC

1776 WEALTH LLC, formally registered with the SEC as 1776 WEALTH LLC. The firm was established in 02/06/2017. They have over 1 offices throughout the country.

1776 WEALTH LLC is a Sandy Springs, Georgia based Financial Planning firm with nearly $360,080,629 assets under management, offering retirement planning & investment advisory services to 363 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	286321
SEC#	801-109928
Assets Managed by Firm	$360,080,629
No. of Clients	363
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (SUB-ADVISORY, ADVISORY CONSULTING, & FAMILY OFFICE SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	363	$360,080,629
Individuals (other than high net worth individuals)	43	$38,256,063
High net worth individuals	68	$195,601,078
Pension and profit sharing plans	3	$7,606,441
Corporations or other businesses	30	$118,617,047

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