1776 Wealth LLC

1776 Wealth LLC (CRD# 286321) is a financial advisory firm headquartered in Sandy Springs, GA. They manage $360,080,629 in 363 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
750 Hammond Drive, Bldg 5, Suite 200, Sandy Springs, GA 30328
http://www.1776wealth.com
By the Numbers
  • Total Assets Under Management
    360
    MILLION
  • Total Number of Accounts
    363
    ACCOUNTS
  • Average Account Value
    $991,958
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, GA, TX

Financial Advisors at 1776 Wealth LLC
Showing 1 - 3 of 3 top financial advisors.
1
Sean O'toole, financial advisor Sandy Springs GA
Sean D. O'toole
CRD#: 2738074
750 Hammond Drive, Bldg 5, Suite 200, Sandy Springs, GA 30328

Sean O'toole (CRD# 2738074) is an Investment Advisor Representative working at 1776 Wealth LLC in Sandy Springs, GA and has over 27 years of experience in the finance industry.

2
Deanna Suarez, financial advisor Sandy Springs GA
Deanna L. Suarez
CRD#: 4868261
750 Hammond Drive, Bldg 5, Suite 200, Sandy Springs, GA 30328

Deanna Suarez (CRD# 4868261) is an Investment Advisor Representative working at 1776 Wealth LLC in Sandy Springs, GA and has over 18 years of experience in the finance industry.

3
Charles Youngman, financial advisor Sandy Springs GA
Charles L. Youngman
CRD#: 6115289
750 Hammond Drive, Bldg 5, Suite 200, Sandy Springs, GA 30328

Charles Youngman (CRD# 6115289) is an Investment Advisor Representative working at 1776 Wealth LLC in Sandy Springs, GA and has over 11 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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