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1776 Wealth LLC
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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) |
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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 ($MM) |
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AUM Breakdown | Accounts | AUM ($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 |
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13F-HR | [0001803140] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Spectrum Wealth Advisory Group LLC
✚
|
CA | 0.2 |
Jackson Creek Investment Advisors LLC
✚
|
CO | 0.2 |
Brady Family Wealth LLC
✚
|
MO | 0.2 |
Silver Grove Financial Group Inc
✚
|
NY | 0.2 |
Skybound Wealth Management USA LLC
✚
|
FL | 0.2 |
Hancock Whitney Investment Services Inc
✚
|
LA | 0.2 |
Oxinas Partners LLC
✚
|
IN | 0.2 |
Scala Capital LLC
✚
|
FL | 0.2 |
Carolina Wealth Advisors LLC
✚
|
SC | 0.2 |
HFG Advisors Inc
✚
|
OH | 0.2 |