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1776 WEALTH LLC
1776 WEALTH LLC
SANDY SPRINGS, Georgia
·
2 registered advisors
·
CRD# 286321
SEC# 801-109928
0
678-257-2730
01
Firm Overview
AUM
$360M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at 1776 WEALTH LLC
2 registered advisors
John Ray Williams
SANDY SPRINGS, Georgia
CRD# 1865081
Ryan Smith
SANDY SPRINGS, Georgia
CRD# 4596415
05
Office Locations
SANDY SPRINGS, Georgia
2 advisors
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Data sourced from SEC Form ADV filings. 1776 WEALTH LLC (CRD# 286321) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.