1776 WEALTH LLC

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UUIDacce76df-3024-5080-9a14-63141c75ee8c

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:53

Updated2025-10-23 02:24:36

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	286321	286321	—	1.0
cik	0001803140	1803140	—	—
sec_file_number	801-109928	801-109928	—	—

Profile

WebsiteHTTP://WWW.1776WEALTH.COM

HQ CitySANDY SPRINGS

HQ StateGA

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

ADV Metrics

Assets & Accounts

RAUM (total)372,082,912.0
RAUM (discretionary)372,082,912.0
Actionable assets325,431,020.0
Accounts367.0

Institutional Clients

Government AUM—
Pension AUM7,921,270.0
Charitable AUM—
HNW AUM204,580,229.0

As of 2025-03-28 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
O'TOOLE, SEAN, DAVID	MANAGING PARTNER	OFFICER	—	{"filing_id": "2015820", "owner_id": "2738074", "source": "adv_part1", "table": "Schedule_A_B"}
SUAREZ, DEANNA, LEIGH	MANAGING PARTNER	OFFICER	—	{"filing_id": "2015820", "owner_id": "4868261", "source": "adv_part1", "table": "Schedule_A_B"}
Smith, Ryan	CCO	EMPLOYEE	—	{"filing_id": "2015820", "owner_id": "4596415", "source": "adv_part1", "table": "Schedule_A_B"}

Name

Title

Role

Evidence

O'TOOLE, SEAN, DAVID

MANAGING PARTNER

OFFICER

—

{"filing_id": "2015820", "owner_id": "2738074", "source": "adv_part1", "table": "Schedule_A_B"}

SUAREZ, DEANNA, LEIGH

MANAGING PARTNER

OFFICER

—

{"filing_id": "2015820", "owner_id": "4868261", "source": "adv_part1", "table": "Schedule_A_B"}

Smith, Ryan

CCO

EMPLOYEE

—

{"filing_id": "2015820", "owner_id": "4596415", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:36 • csv
```
{
  "date_submitted": "09/12/2025 02:27:59 PM",
  "filing_id": "2015820",
  "reg_type": "IA"
}
```

1776 WEALTH LLC

Available Loaders

SEC Form ADV (XLSX Metrics)

SEC Form ADV Part 1 (Bulk)

Identifiers

Profile

ADV Metrics

Assets & Accounts

Institutional Clients

People

Outbound Affiliations

Inbound Affiliations

Evidence

adv_part1