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| 1776 Wealth LLC
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|
|---|---|
| CRD # | 286321 |
| SEC # | 801-109928 |
| CIK # | 0001803140 |
| AUM | $390.8 M (2026-03-30) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 678-257-2730 |
| Address | 750 Hammond Drive Sandy Springs, GA 30328 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 31.6 | ||
| Palantir Technologies Inc | 21.5 | ||
| Amazon Com Inc | 20.2 | ||
| Nvidia Corp | 11.1 | ||
| Adobe Systems Inc | 8.8 | ||
| BRP Group Inc | 7.9 | ||
| Tesla Motors Inc | 7.8 | ||
| Microsoft Corp | 6.9 | ||
| Alphabet Inc | 5.3 | ||
| TJX Companies Inc /DE/ | 5.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 27 | 7.7 |
| (b) Individuals (high net worth individuals) | 48 | 266.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 6.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 24 | 109.7 |
| (n) Other | 0 | 0.0 |
| Total | 436 | 390.8 |
| By Discretionary | ||
| Discretionary | 436 | 390.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 436 | 390.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 390.8 | |
| Total | 436 | 390.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001803140] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Carmel Capital Management LLC
✚
|
CA | 0.4 |
|
Oxinas Partners LLC
✚
|
IN | 0.4 |
|
Equita Financial Network Inc
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|
PA | 0.4 |
|
RMW Advisors LLC
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|
TX | 0.4 |
|
Paskin & Berler Capital Advisors LLC
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|
0.4 | |
|
Evans Investment Advisors LLC
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|
LA | 0.4 |
|
Hillcrest Wealth Advisors - NY LLC
✚
|
NJ | 0.4 |
|
Shrier Wealth Management LLC
✚
|
CA | 0.4 |
|
Hahn Capital Management LLC
✚
|
CA | 0.4 |
|
Green Ridge Wealth Planning LLC
✚
|
NJ | 0.4 |