{
  "crd_number": 286321,
  "slug": "1776-wealth-llc-sandy-springs-ga-286321",
  "primary_business_name": "1776 WEALTH LLC",
  "legal_name": "1776 WEALTH LLC",
  "dbas": [],
  "city": "Sandy Springs",
  "state": "GA",
  "country": "United States",
  "cbsa_code": "12060",
  "metro": {
    "cbsa_code": "12060",
    "common_name": "Atlanta",
    "msa_name": "Atlanta-Sandy Springs-Roswell, GA",
    "path": "/advisors/ga/atlanta"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2017-02-06",
  "years_registered": 9,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 390766614.0,
  "raum_discretionary": 390766614.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 7730227.0,
      "count": 27
    },
    "pension_profit_sharing": {
      "raum": 6661420.0,
      "count": 1,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 266713422.0,
      "count": 48
    },
    "corporations_other_businesses": {
      "raum": 109661545.0,
      "count": 24
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL",
    "GA",
    "NV",
    "TX"
  ],
  "websites": [
    "https://1776wealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/286321",
  "city_as_filed": "SANDY SPRINGS",
  "url": "https://advisorcensus.com/firm/1776-wealth-llc-sandy-springs-ga-286321",
  "display_name": "1776 Wealth LLC",
  "summary": "1776 Wealth LLC is an SEC-registered investment advisory firm in Sandy Springs, GA, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. 1776 Wealth LLC (CRD 286321): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is 1776 Wealth LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), 1776 Wealth LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "What does 1776 Wealth LLC's brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated March 30, 2026 states: Asset-based fee: 0.7% to 2.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is 1776 Wealth LLC located?",
      "a": "1776 Wealth LLC's principal office is in Sandy Springs, GA, according to its Form ADV."
    },
    {
      "q": "Is 1776 Wealth LLC registered with the SEC or a state?",
      "a": "1776 Wealth LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 286321."
    },
    {
      "q": "How much does 1776 Wealth LLC manage?",
      "a": "1776 Wealth LLC reports $390,766,614 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary)."
    },
    {
      "q": "How have 1776 Wealth LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for 1776 Wealth LLC: Regulatory assets under management: $239,538,315 in the October 2021 data and $390,766,614 in the October 2026 data, up 63%. Total employees: 4 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does 1776 Wealth LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (48); individuals (other than high net worth individuals) (27); corporations or other businesses not listed above (24)."
    },
    {
      "q": "Which custodians does 1776 Wealth LLC use?",
      "a": "1776 Wealth LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James & Associates, Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does 1776 Wealth LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/286321"
    },
    {
      "q": "Does 1776 Wealth LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 30, 2026 says: \"In general, we require a minimum of $1,000,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size.\""
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 239538315.0,
      "total_employees": 4,
      "filing_date": "2021-07-19"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 280574787.0,
      "total_employees": 3,
      "filing_date": "2022-07-15"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 235277396.0,
      "total_employees": 3,
      "filing_date": "2023-03-21"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 360080629.0,
      "total_employees": 3,
      "filing_date": "2024-04-19"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 372082912.0,
      "total_employees": 2,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 390766614.0,
      "total_employees": 2,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 30, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.7% to 2.5% a year",
    "stated_maximum": null,
    "account_minimum": "$1,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.7% to 2.5% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "Our annual advisory fee for portfolio management services ranges from 0.70% to 2.50% depending upon the market value of your assets under our management, the type and complexity of the asset management services provided, as well as the level of administration requested either directly or assumed by the client."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "In general, we require a minimum of $1,000,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size."
        ]
      }
    ],
    "quotes": [
      "Our annual advisory fee for portfolio management services ranges from 0.70% to 2.50% depending upon the market value of your assets under our management, the type and complexity of the asset management services provided, as well as the level of administration requested either directly or assumed by the client.",
      "In general, we require a minimum of $1,000,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Raymond James & Associates, Inc.",
      "name_as_filed": "RAYMOND JAMES & ASSOCIATES, INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/1776-wealth-llc-sandy-springs-ga-286321.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 27,
      "fewer_than_5": false,
      "raum": 7730227.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 48,
      "fewer_than_5": false,
      "raum": 266713422.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 1,
      "fewer_than_5": true,
      "raum": 6661420.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 24,
      "fewer_than_5": false,
      "raum": 109661545.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/286321",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}