1776 Wealth LLC
● SEC registered since 2017CRD 286321SEC# 801-109928Sandy Springs, GA
Reg. AUM
$390.8M
Employees
2
Accounts
436
Location
Sandy Springs, GA
About 1776 Wealth
1776 Wealth provides fiduciary wealth management for entrepreneurs and executives. The firm works with clients who are building businesses, preparing for exits, or optimizing compensation and equity as key executives. Services include financial planning and execution, customized public and private market portfolios, and broader balance-sheet advice on leverage, hedging, loans, taxes, and ownership structures.
Summary based on the firm’s website.
1776 Wealth LLC assets under management
1776 Wealth LLC is an investment advisory firm registered with the SEC based in Sandy Springs, GA. The firm has been registered since 2017. It reports $390.8 million in regulatory assets under management and employs 2 people.
1776 Wealth LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Deanna Leigh Suarez Control | Managing Partner | 10-25% | 2022 |
| Ryan Smith | Cco | Under 5% | 2024 |
| Sean David O'Toole Control | Managing Partner | Over 75% | 2016 |
Frequently asked questions
How much does 1776 Wealth LLC manage?
1776 Wealth LLC reports $390.8 million in regulatory assets under management on its Form ADV.
How many employees does 1776 Wealth LLC have?
1776 Wealth LLC reports 2 employees.
Where is 1776 Wealth LLC located?
1776 Wealth LLC is based in Sandy Springs, GA and has been SEC-registered since 2017.
Does 1776 Wealth LLC disclose fund performance?
1776 Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 750 Hammond Drive, Bldg 5, Suite 200, Sandy Springs, GA 30328 |
| Phone | 678-257-2730 |
| Fax | 678-559-0221 |
| Office hours | 8:00 a.m. - 6:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1803140 |
| Discloses disciplinary history | No |
Regulatory AUM
$390.8M▲ 5%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 54%
Larger than 46% of 16,389 advisers
EmployeesTop 86%
More than 14% of 16,799 advisers
Assets under management
$390.8Mregulatory AUM
Discretionary $390.8M