1776 Wealth LLC

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Client assets under management

$274,443,649

Clients

64% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$3,659,249

About

The firm advises entrepreneurs, corporate executives, and their families, offering integrated wealth management services that include financial planning, discretionary and non-discretionary portfolio management, pension consulting, and tailored family office services. Like many supported firms, it focuses on individual and high‑net‑worth clients and provides portfolio management tied to comprehensive financial plans.

The firm positions itself as financial planning–based, using modeling software and coordination with clients’ tax and legal professionals to develop customized strategies and model potential outcomes. It uses firm‑developed and third‑party model portfolios, may manage assets held away from its preferred custodians, and can recommend outside managers when appropriate.

A firm principal has ownership interests in a FINRA‑member broker‑dealer that forms special purpose vehicles for private placements, a relationship the brochure discloses while stating clients are not referred to those entities and the principal does not receive compensation from them. The firm’s depth of family office offerings — including captive insurance arrangements, private placement life insurance, private company governance support, defined benefit plan installation, trustee oversight, and philanthropy coordination — and the fact that advisory personnel are licensed to sell insurance (and may earn separate commissions) are distinguishing operational features relative to many peers.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Sub-advisory, advisory consulting, & family office services

Expertise

Business ownership considerations Family Business

Occupation focus

Executive Founder/Business Owner

Fee options

Fixed

Financial planning services charged a fixed fee generally between $1,000 and $50,000, negotiable.

Percentage

$0+: 0.70% +: up to 2.50%

Commissions

Insurance commissions earned by persons providing investment advice are separate and in addition to advisory fees.

Project-based

Financial consulting services charged at $650/hour, negotiable.

Other

Account minimum: $1,000,000

Main office location

1776 Wealth LLC

750 Hammond Drive, Bldg 5, Suite 200

Sandy Springs GA 30328, United States

Number of offices

Most active in

California · Florida · Georgia · Nevada · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 678-257-2730

Advisors at this firm

Sean O

CFP®, Series 63, Series 65

Sandy Springs, GA

1776 Wealth LLC

Sean O’Toole is a CFP® professional with 29 years of industry experience, currently serving as an advisor at 1776 Wealth LLC since 2017. Prior to this, he worked at UBS Financial Services Inc. for ten years. Outside of his advisory role, he is involved in multiple business ventures including financial technology software development through 1776ing LLC and business process improvement consulting via Clairvoyance Consulting LLC. 1776 Wealth LLC serves entrepreneurs, executives, and their families with integrated wealth management centered on financial planning, discretionary and non-discretionary portfolio management, pension consulting, and family office services. The firm manages approximately $372 million and emphasizes tailored portfolio strategies coordinated with tax and legal advisors, offering a broad range of investment options and extensive family office support.

Business ownership considerations Family Business Executive Founder/Business Owner

Deanna S

Series 63, Series 66

Sandy Springs, GA

1776 Wealth LLC

Deanna Suarez is a financial advisor at 1776 Wealth LLC with 20 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services Inc. for 10 years. Outside of her advisory role, she is the owner of Seven Halos, LLC, a holding company. 1776 Wealth serves entrepreneurs, executives, and their families by providing integrated wealth management focused on financial planning, portfolio management, pension consulting, and family office services. The firm manages approximately $372 million for a limited client base and emphasizes tailored portfolios coordinated with tax and legal advisors.

Business ownership considerations Family Business Executive Founder/Business Owner

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