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⚲
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| 1776 Wealth LLC
✚
|
|
|---|---|
| CRD # | 286321 |
| SEC # | 801-109928 |
| CIK # | 0001803140 |
| AUM | $235.3 MM (2023-03-21) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 678-257-2730 |
| Address | 750 Hammond Drive Sandy Springs, GA 30328 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 21.9 | |
| ADBE | 172,760.2 | 16.0 | |
| AMZN | 1,092,997.8 | 11.1 | |
| MSFT | 1,918,222.4 | 4.3 | |
| TJX | 67,345.6 | 2.9 | |
| TSLA | 723,390.3 | 2.7 | |
| V | 419,260.5 | 2.4 | |
| PLTR | 19,053.8 | 2.3 | |
| GOOGL | 1,475,138.5 | 2.0 | |
| BX | 69,051.8 | 2.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 32 | 33.4 |
| (b) Individuals (high net worth individuals) | 42 | 131.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 3.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 19 | 66.3 |
| (n) Other | 0 | 0.0 |
| Total | 347 | 235.3 |
| By Discretionary | ||
| Discretionary | 347 | 235.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 347 | 235.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 235.3 | |
| Total | 347 | 235.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001803140] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Spectrum Wealth Advisory Group LLC
✚
|
CA | 0.2 |
|
Jackson Creek Investment Advisors LLC
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|
CO | 0.2 |
|
Brady Family Wealth LLC
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MO | 0.2 |
|
Silver Grove Financial Group Inc
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NY | 0.2 |
|
Skybound Wealth Management USA LLC
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FL | 0.2 |
|
Hancock Whitney Investment Services Inc
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|
LA | 0.2 |
|
Oxinas Partners LLC
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|
IN | 0.2 |
|
Scala Capital LLC
✚
|
FL | 0.2 |
|
Carolina Wealth Advisors LLC
✚
|
SC | 0.2 |
|
HFG Advisors Inc
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|
OH | 0.2 |