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1776 WEALTH LLC
1776 WEALTH LLC (CRD# 286321) is an SEC-Registered Investment Advisor (RIA), headquartered in Sandy Springs, GA. The SEC approved the firm to operate as an RIA in Feb 2017. In Apr 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $140.0 Million, and has discretion over 82% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 0% .  
 
1776 WEALTH LLC also reported in Apr 2018:
  • 3 employees, with 1 performing advisory functions.
  • A total of 2 office locations.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
1776 WEALTH LLC has no disclosure events reported to the SEC at this time.
 

View 1776 WEALTH LLC's most recent Form ADV filing
 


1776 WEALTH LLC has Notice Filings with the following State Securities Authorities: CA-Feb 2017, GA-Feb 2017, TX-Apr 2018

Disclaimer:  The information presented above was gleaned from the SEC website and is believed to be accurate.  FindingFraud.org is presenting this data for informational purposes only and assumes no responsibility for errors or omissions.  Please note that we are aware of many instances where RIAs provided erroneous data to the SEC.  Feel Free to contact FindingFraud.org with questions or concerns.