About
If you can, open the large words in or .1776 WEALTH LLC is a top financial services firm dedicated to helping clients achieve their financial goals. With a team of experienced advisors, they offer personalized solutions for individuals, families, and businesses. The firm has a strong reputation for excellence and has been serving clients since 2003. Their assets under management have grown from $1 billion to $2 billion in 2020, with a team of 10 advisors increasing to 15.
The firm offers a range of services, including investment management, retirement planning, estate planning, tax planning, insurance planning, and college planning. They work closely with each client to understand their needs and develop customized solutions. Fees are charged as a percentage of assets under management, ensuring alignment of interests with clients. The team at 1776 WEALTH LLC is highly qualified and experienced, aiming to help clients achieve financial success and security. The firm has a clean record with no disclosures or regulatory actions against them, emphasizing their ethical and professional conduct.
Key Takeaways
- Develops personalized financial plans based on individual needs and goals
- Offers a wide range of financial services to meet various needs
- Provides ongoing support and guidance to clients
- Utilizes a team-based approach to ensure comprehensive and quality service
Facts & Insights
1776 WEALTH LLC has been serving clients since its inception in 2003. Over the years, the firm has built a strong reputation for its commitment to excellence and client satisfaction.
Assets, Advisors & Tenure
- Assets Under Management
- $1 billion
- Number of Advisors
- 10
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- College planning
Client Types
- 1776 WEALTH LLC serves a diverse range of clients, including individuals, families, and small businesses. The firm works closely with each client to understand their unique needs and develop customized solutions to meet their financial goals.
Fees & Compensation
As a fee-based firm, 1776 WEALTH LLC charges a percentage of assets under management as its primary form of compensation. This ensures that the firm's interests are aligned with those of its clients.
Background
The team at 1776 WEALTH LLC is made up of highly qualified and experienced professionals who are committed to providing top-notch service to their clients. With a wealth of knowledge and expertise, they strive to help clients achieve financial success and security.
Disclosures
- In the interest of transparency and client trust, it is important to note that 1776 WEALTH LLC does not have any disclosures or regulatory actions against them. The firm prides itself on its ethical and professional conduct in all financial matters.
Other Information
REITS, OPTIONS AND ALTERNATIVE INVESTMENTS, PFDS, MUNICIPAL BONDS, CDS AND CMOS
Firm Facts
- Primary Business Name
- 1776 WEALTH LLC
- SEC Region
- ARO
- Organization CRD
- 286321
- SEC
- 801-109928
- Firm Type
- Registered
- Legal Name
- 1776 WEALTH LLC