1776 Wealth LLC
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Overview
1776 Wealth LLC operates as a financial advisor firm based in Atlanta, Georgia. The firm manages $235.3 million in total assets throughout 347 accounts, making it a mid-tier financial advisory firm in the nation by assets under management (AUM). The company has a small team, including 2 financial advisors. 1776 Wealth LLC is not a registered broker-dealer, signifying that the firm cannot buy and sell securities for its accounts and those of its clients and instead has to go through a broker-dealer company to do so. Securities are tradable financial assets like bonds, stocks and options.
1776 Wealth LLC administers all of the company's client assets on a discretionary basis. Discretionary management means that transaction decisions for the client's account are made by a portfolio manager without needing the client's consent. The investment advisory firm's average account size is $678,033. The average financial advisor at 1776 Wealth LLC oversees about 174 client accounts.
1776 Wealth LLC's main office is located at 750 Hammond Drive, Atlanta, Georgia 30328. 1776 Wealth LLC is legally permitted to serve investors across a number of states, including California, Georgia and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
1776 Wealth LLC by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$235.3 million
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
3
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
347
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$678.0 thousand
Products and Services
1776 Wealth LLC offers multiple financial services, which can consist of financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. In the last fiscal year, 1776 Wealth LLC provided 51-100 of its accounts with financial planning services. 1776 Wealth LLC does not sell products or offer services apart from investment advisory services to its investment advisory customers.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial advisory fees usually depend on which services the firm provides the client. Fees charged by the firm most likely include the following fee structures: asset-based, hourly or fixed. 1776 Wealth LLC does not supply a wrap fee program, in which the company offers a service bundle for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The company provides services to retail investors, high net worth investors, pension plans and corporations. Out of its 347 clients, 1776 Wealth LLC's largest client group is high net worth investors, but it also caters to 42 high-net-worth individuals. The SEC defines a high-net-worth individual as an investor who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its accounts are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 44.68%
- Other Individuals - 34.04%
- Corporations - 21.28%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
1776 Wealth LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at 1776 Wealth LLC
Atlanta, GA
Atlanta, GA
Atlanta, GA
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