1776 WEALTH LLC
CRD #286321 SEC #801-109928 SANDY SPRINGS, GA 678-257-2730
SEC Registered
Total AUM
$372.1M
Discretionary
$372.1M
Employees
2
Clients
51
Accounts
367
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $372.1M | $372.1M | $0 | 2 | 0 |
| Mar 2025 | $372.1M | $372.1M | $0 | 2 | 0 |
| Nov 2024 | $360.1M | $360.1M | $0 | 2 | 0 |
| Apr 2024 | $360.1M | $360.1M | $0 | 3 | 0 |
| Apr 2024 | $360.1M | $360.1M | $0 | 3 | 0 |
| Mar 2024 | $360.1M | $360.1M | $0 | 3 | 0 |
| Nov 2023 | $235.3M | $235.3M | $0 | 3 | 0 |
| Mar 2023 | $235.3M | $235.3M | $0 | 3 | 0 |
| Jul 2022 | $280.6M | $280.6M | $0 | 3 | 0 |
| May 2022 | $280.6M | $280.6M | $0 | 3 | 0 |
| Feb 2022 | $280.6M | $280.6M | $0 | 4 | 0 |
| Jul 2021 | $239.5M | $239.5M | $0 | 4 | 0 |
| Mar 2021 | $239.5M | $239.5M | $0 | 3 | 0 |
| Jul 2020 | $177M | $177M | $0 | 3 | 0 |
| Jun 2020 | $177M | $177M | $0 | 3 | 0 |
| May 2020 | $177M | $177M | $0 | 3 | 0 |
| Mar 2020 | $177M | $177M | $0 | 3 | 0 |
| Apr 2019 | $145.8M | $145.8M | $0 | 3 | 0 |
| Mar 2019 | $145.8M | $145.8M | $0 | 3 | 0 |
| Nov 2018 | $140M | $115M | $25M | 3 | 0 |
| Apr 2018 | $140M | $115M | $25M | 3 | 0 |
| Feb 2018 | $140M | $115M | $25M | 3 | 0 |
| Aug 2017 | $104M | $84.5M | $19.5M | 3 | 26 |
| Jun 2017 | $104M | $84.5M | $19.5M | 3 | 26 |
| May 2017 | $0 | $0 | $0 | 3 | 0 |
| Jan 2017 | $0 | $0 | $0 | 3 | 0 |
DateSep 2025
Total AUM$372.1M
Discretionary$372.1M
Non-Disc.$0
Employees2
Clients0
DateMar 2025
Total AUM$372.1M
Discretionary$372.1M
Non-Disc.$0
Employees2
Clients0
DateNov 2024
Total AUM$360.1M
Discretionary$360.1M
Non-Disc.$0
Employees2
Clients0
DateApr 2024
Total AUM$360.1M
Discretionary$360.1M
Non-Disc.$0
Employees3
Clients0
DateApr 2024
Total AUM$360.1M
Discretionary$360.1M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$360.1M
Discretionary$360.1M
Non-Disc.$0
Employees3
Clients0
DateNov 2023
Total AUM$235.3M
Discretionary$235.3M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$235.3M
Discretionary$235.3M
Non-Disc.$0
Employees3
Clients0
DateJul 2022
Total AUM$280.6M
Discretionary$280.6M
Non-Disc.$0
Employees3
Clients0
DateMay 2022
Total AUM$280.6M
Discretionary$280.6M
Non-Disc.$0
Employees3
Clients0
DateFeb 2022
Total AUM$280.6M
Discretionary$280.6M
Non-Disc.$0
Employees4
Clients0
DateJul 2021
Total AUM$239.5M
Discretionary$239.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$239.5M
Discretionary$239.5M
Non-Disc.$0
Employees3
Clients0
DateJul 2020
Total AUM$177M
Discretionary$177M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$177M
Discretionary$177M
Non-Disc.$0
Employees3
Clients0
DateMay 2020
Total AUM$177M
Discretionary$177M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$177M
Discretionary$177M
Non-Disc.$0
Employees3
Clients0
DateApr 2019
Total AUM$145.8M
Discretionary$145.8M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$145.8M
Discretionary$145.8M
Non-Disc.$0
Employees3
Clients0
DateNov 2018
Total AUM$140M
Discretionary$115M
Non-Disc.$25M
Employees3
Clients0
DateApr 2018
Total AUM$140M
Discretionary$115M
Non-Disc.$25M
Employees3
Clients0
DateFeb 2018
Total AUM$140M
Discretionary$115M
Non-Disc.$25M
Employees3
Clients0
DateAug 2017
Total AUM$104M
Discretionary$84.5M
Non-Disc.$19.5M
Employees3
Clients26
DateJun 2017
Total AUM$104M
Discretionary$84.5M
Non-Disc.$19.5M
Employees3
Clients26
DateMay 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJan 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0