1776 Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$274,443,649
Clients
75
Advisors
2
of 2 employees
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
Expertise
Occupation focus
Fee options
Financial planning services charged a fixed fee generally between $1,000 and $50,000, negotiable.
$0+: 0.70% +: up to 2.50%
Insurance commissions earned by persons providing investment advice are separate and in addition to advisory fees.
Financial consulting services charged at $650/hour, negotiable.
Account minimum: $1,000,000
Main office
750 Hammond Drive, Bldg 5, Suite 200
Sandy Springs GA 30328
Advisors at this office
2
Most active in
California · Florida · Georgia · Nevada · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
Deanna S
Series 63, Series 66
Sandy Springs, GA
1776 Wealth LLC
Deanna Suarez is a financial advisor at 1776 Wealth LLC with 21 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services Inc. for 10 years before joining 1776 Wealth in 2017. Outside of her advisory role, she is the owner of Seven Halos, LLC, a holding company. 1776 Wealth LLC provides integrated wealth management services to entrepreneurs, corporate executives, and their families. The firm emphasizes financial planning-based portfolio management and offers family office services, including pension consulting and philanthropy coordination.
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