1977 Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
1977 Wealth is a newly registered advisory firm that, according to its brochure, intends to serve individuals, families, small business owners, pension and profit‑sharing plans, trusts, endowments, estates, and charitable organizations by providing personalized financial planning and discretionary investment management. The firm states it offers ongoing financial planning, portfolio management for both individual and institutional clients, family office services for very high‑net‑worth families, and pension consulting for retirement plans.
The firm describes an intake process that begins with a series of one‑on‑one planning meetings and a written financial report when appropriate, followed by discretionary implementation and ongoing monitoring; its investment process combines in‑house fundamental and technical research and active management with periodic reviews. 1977 Wealth’s stated investment universe is broad — including individual equities, fixed income, ETFs, mutual funds, alternatives, and structured solutions — and the firm also offers sub‑advisory services and ERISA fiduciary support for plan sponsors.
Compared with peers in the no‑active‑advisors category, 1977 Wealth is noteworthy for emphasizing pension consulting (including ERISA fiduciary services) and offering both individual and institutional portfolio management, along with fixed‑fee arrangements for certain services and a negotiable fixed fee model for family office engagements. The brochure further highlights family office capabilities such as consolidated reporting and coordination with outside tax, legal, and insurance advisors, and it also expressly indicates the firm does not act as a private fund adviser.
Client services
Expertise
Occupation focus
Fee options
Family Office services charged as an annual fixed fee up to $100,000, negotiated per client
$0+: Up to 1.50% annually for portfolio management (single maximum rate, negotiable, discretion to charge lower fees) $0+: Up to 1.0% annually for pension consulting services $0+: Up to 0.50% annually for sub-advisory services
Certain associated persons are licensed insurance agents earning commission-based compensation for insurance product sales, which is separate from advisory fees
Account minimum: $1,000,000 Minimum fee: Financial planning fees between $500 and $10,000, charged in advance; technology fee of $59.40 annually per household Fee-only: Fees charged for financial planning, portfolio management, pension consulting, and family office services; no commissions accepted for securities
Main office
2125 Biscayne Blvd., Suite 204 #27449
Miami FL 33137
Advisors at this office
2
Most active in
Arkansas · Florida · New Jersey · Pennsylvania · 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 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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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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
Steven S
Series 63, Series 65
Miami, FL
1977 Wealth, LLC
Steven Snowden is a financial advisor with 4 years of industry experience, currently with 1977 Wealth, LLC. He holds the Series 63 and Series 65 designations and has prior experience at firms including C2C Private Wealth, U.S. Private Wealth, and Northwestern Mutual. His background also includes a brief role with a Chili’s franchise and work associated with Pennsylvania State University. 1977 Wealth, LLC serves individuals, families, small business owners, pension and profit-sharing plans, trusts, endowments, estates, and charitable organizations by providing personalized financial planning and discretionary investment management. The firm’s investment approach includes fundamental and technical research combined with active management across a broad investment universe, along with specialized services such as pension consulting, family office support, and ERISA fiduciary services.
Dalton H
Series 65
Miami, FL
1977 Wealth, LLC
Dalton Helvey is a financial advisor at 1977 Wealth, LLC with seven years of industry experience. He holds a Series 65 designation and has previously worked at Wall Wealth Management and VFG Associates, LLC. Outside of his advisory role, Helvey is involved with Lionkey Capital, LLC, serving as a hedge fund manager focusing on portfolio management, fund formation, and raising capital. 1977 Wealth, LLC serves individuals, families, small business owners, pension and profit-sharing plans, trusts, endowments, estates, and charitable organizations by providing personalized financial planning and discretionary investment management. The firm offers family office services, pension consulting with ERISA fiduciary support, and uses a broad investment approach combining active management with in-house fundamental and technical research.
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