1776 Wealth LLC

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Assets, Funds, Holdings

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1776 Wealth LLC
CRD #286321
SEC #801-109928
CIK #0001803140
AUM $360.1 MM (2024-03-28)
Employees 3 (67% Investors, 0% Brokers)
Phone678-257-2730
Address750 Hammond Drive
Sandy Springs, GA 30328
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
4003202401608002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 27.3
AMZN 1,092,997.8 20.8
ADBE 172,760.2 18.2
MSFT 1,918,222.4 9.0
NVDA 399,550.0 6.0
PLTR 19,053.8 5.1
GOOGL 1,475,138.5 4.0
TJX 67,345.6 3.7
TSLA 723,390.3 3.3
BX 69,051.8 2.9
View All
Holdings by Sector ($MM)
2502001501005002018202020222025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 43 38.3
(b) Individuals (high net worth individuals) 68 195.6
(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 3 7.6
(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 30 118.6
(n) Other 0 0.0
Total 363 360.1
By Discretionary
Discretionary 363 360.1
Non-Discretionary 0 0.0
Total 363 360.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 360.1
Total 363 360.1
EDGAR Form CIK 2011 - 2024
13F-HR [0001803140]
Comparable Firms State AUM ($BB)
Alexander Randolph Advisory Inc
VA 0.4
MNS Financial Management LLC
FL 0.4
Sterling Wealth Management Inc
IL 0.4
Weinberger Asset Management Inc
CA 0.4
Moirai Wealth Management LLC
CA 0.4
Wittenberg Investment Management Inc
MA 0.4
MKD Wealth Coaches LLC
MI 0.4
Fusion Capital LLC
SC 0.4
Consilio Wealth Advisors LLC
WA 0.4
Waveland Family Office LLC
IL 0.4
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