1776 Wealth is an investment advisor in Sandy Springs with $280.57 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
814578527
SEC advisor number
801-109928
FINRA CRD number
286321
AUM ?
$360.08 mm
(as of 19 Apr 24)
Accounts
363
(as of 19 Apr 24)
Employees
3
(2 investment advisory or research)
Address
1776 Wealth
750 HAMMOND DR
BUILDING 5, SUITE 200
ATLANTA
GA 30328
750 HAMMOND DR
BUILDING 5, SUITE 200
ATLANTA
GA 30328
Phone
678-257-2730
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
2 Nov 23
13F-HR
Quarterly holdings report by institutional manager
2 Aug 23
13F-HR
Quarterly holdings report by institutional manager
9 May 23
13F-HR
Quarterly holdings report by institutional manager
15 Feb 23
13F-HR
Quarterly holdings report by institutional manager
10 Nov 22
13F-HR
Quarterly holdings report by institutional manager
29 Jul 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR
Quarterly holdings report by institutional manager
31 Jan 22
13F-HR
Quarterly holdings report by institutional manager
20 Oct 21