1776 WEALTH LLC of SANDY SPRINGS, GA is an SEC-registered investment adviser (CRD 286321). Regulatory assets under management: $390.8M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Ryan Smith | CCO | Orlando, FL |
| Smith Ryan | CCO | Portland, OR |
| Sean David O'Toole | MANAGING PARTNER | — |
| Deanna Leigh Suarez | MANAGING PARTNER | — |
| WILLIAMS WILLIAM RAY | CCO | — |
| EDWARDS VICTORIA J | CHIEF COMPLIANCE OFFICER | — |
| O'TOOLE SEAN DAVID | MANAGING PARTNER | — |
| SUAREZ DEANNA LEIGH | CHIEF COMPLIANCE OFFICER; INTERIM CHIEF COMPLIANCE OFFICER; MANAGING PARTNER | — |