SANDY SPRINGS, GACRD 286321Latest ADV March 30, 2026
1776 Wealth LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Sandy Springs, GA. Its latest Form ADV filing, dated March 30, 2026, reports $391M in regulatory assets under management, 2 employees, and 436 accounts.
Assets Under Management
$391M
Employees
2
Offices
--
Total Clients
100
Primary office
SANDY SPRINGS, GA
750 HAMMOND DRIVE, BLDG 5, SUITE 200, SANDY SPRINGS, GA, United States
Top client segmentHNWI represent 48.0% of total clients.
Top client categories% of clientsClients
1
HNWI
48.0%
48
2
Individuals
27.0%
27
3
Corporations
24.0%
24
4
Pension Plans
1.0%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$391Mas of March 30, 2026
Discretionary100.0%
$391M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$391M
Total Accounts436
10Y AUM Change+$391M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee50:1
10Y Employee Change-1 (-33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.