SourcingSourcing

1776 WEALTH LLC

C34
CRD 286321·SEC 801-109928·SANDY SPRINGS, GA
AUM
$390.8M
$100M-$500M
Est. Revenue
$3.9M
@ 1% on AUM
Est. EBITDA
$1.2M
@ 30% margin
Est. Deal Value
$9.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
1776 WEALTH LLC
CRD
286321
SEC file #
801-109928
EIN
814578527
DBA names
—

Economics

AUM
$390.8M
AUM band
$100M-$500M
AUM trajectory
'20'26
$145.8M → $390.8M▲ +168%
Client mix
Individuals High Net Worth48
Individuals Other27
Corporations24
Pension Profit Sharing Plans1

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
1 advisors → 2 advisors▲ +100%
Primary office
SANDY SPRINGS GA
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
1776wealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
O'TOOLE, SEAN, DAVID
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
O'TOOLE, SEAN, DAVID
SUAREZ, DEANNA, LEIGH
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
1776WEALTH.COM
Rdap Domain Creation Date
2016-09-18T01:23:33Z
Rdap Firm Age Years
10
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001803140
Edgar Registered
Yes
Edgar Filing Count
27
Edgar First Filing Date
2020-02-12
Edgar Last Filing Date
2026-05-08
Edgar 13f Count
27
Edgar 13f Latest AUM Estimate
Filing Date2026-05-08
Accession0001803140-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Raymond James6
E*trade4
Charles Schwab2
Edgar Addresses
Mailing
750 HAMMOND DRBUILDING 5, SUITE 200ATLANTA, GA 30328
Business
750 HAMMOND DRBUILDING 5, SUITE 200ATLANTA, GA 30328
Edgar EIN
814578527
Edgar Recent Filings
13F-HR2026-05-08 · 0001803140-26-000002
13F-HR2026-02-11 · 0001803140-26-000001
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-09-18T01:23:33Z
Rdap Domain Last Changed
2026-02-18T20:15:13Z
Rdap Nameservers
Ns11.domaincontrol.comNs12.domaincontrol.com
Rdap Secure Dns Enabled
Yes
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2738074
Trust Company Affiliate
No

People (3)

3
O'TOOLE, SEAN, DAVID
IAR · Direct Owner · 87.5%
2738074
SUAREZ, DEANNA, LEIGH
IAR · Direct Owner · 17.5%
4868261
Ryan Smith
Executive Officer · 2.5%
4596415