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1776 WEALTH LLC

SANDY SPRINGS, GA · CRD 286321 · IAPD ↗ · 1776wealth.com · 678-257-2730

$390.8MRegulatory AUM
2Advisory reps
2Employees
0Clients
51-100Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2025 — 1776 WEALTH LLC notice-filed in NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
April 2024 — 1776 WEALTH LLC reported RAUM up 53% ($235.3M -> $360.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.