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 $235.3 MM (2023-03-21)
Employees 3 (67% Investors, 0% Brokers)
Phone678-257-2730
Address750 Hammond Drive
Sandy Springs, GA 30328
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
3002401801206002010201420192024
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 ($MM)
2502001501005002019202020222024
AUM Breakdown Accounts AUM ($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
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
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