1776 Wealth Llc
Sandy Springs, Georgia
1776 Wealth LLC, based out of Sandy Springs, GA, is a reputable small investment advisory firm catering to a diverse clientele. With over 30 individual clients and a substantial $235,277,000 in assets under management, they possess the experience and expertise to guide their clients towards financial success. The firm boasts a single office and also offers insurance brokerage services, enhancing their comprehensive approach to wealth management.
While 401K and individual accounts account for less than 30% of their assets under management, 1776 Wealth LLC has the capacity to effectively manage employer funds. All of the assets the...
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Assets Under Mgmt
$235.28M
Investment Professionals
2
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
Other: SUB-ADVISORY, ADVISORY CONSULTING, & FAMILY OFFICE SERVICES
Other Business Activities
Insurance broker or agent
Articles
Articles
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.