1776 WEALTH LLC
SEC RegisteredYour prosperity is our highest purpose
About the firm
1776 Wealth is a fiduciary wealth management firm built by entrepreneurs for entrepreneurs. It works exclusively with a select group of high-net-worth entrepreneurs and executives, providing proactive, independent wealth management that matches their sophistication and ambition. The firm deliberately limits its client base to ensure personalized, comprehensive financial planning and execution.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning and execution, investment management (including public and private market investments), total balance sheet management, dynamic portfolio management, strategic financial planning, estate planning, legacy planning, tax optimization, leverage and structuring, and philanthropic strategies.
Who they serve
High-net-worth entrepreneurs and executives who have built significant wealth, including those growing a business, preparing for or completing an exit, and key executives seeking to optimize their compensation and assets.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 27 | $7.7M |
| High Net Worth Individuals | 48 | $267M |
| Charitable Organizations | 1 | $6.7M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. 1776 WEALTH LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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