1776 Wealth Llc
- Regulatory AUM
- $391M
- Discretionary
- $391M
- Clients
- 100
- Avg AUM / client
- $3.9M
- Accounts
- 436
- Employees
- 2
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Investments (13F portfolio — 146 positions, $254,319,495)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Apple Incorporated | COM | $31,595,770 | 124,496 | 12.4% | 8.09% |
| 2 | Palantir Technologies Incorporated Class A | CL A | $21,493,652 | 146,935 | 8.45% | 5.5% |
| 3 | Amazon Com Incorporated | COM | $20,216,561 | 97,069 | 7.95% | 5.17% |
| 4 | Nvidia Corporation | COM | $11,077,197 | 63,516 | 4.36% | 2.83% |
| 5 | Adobe Incorporated | COM | $8,797,794 | 36,193 | 3.46% | 2.25% |
| 6 | The Baldwin Insurance Grp Incorporated Com Class A | COM | $7,880,651 | 359,191 | 3.1% | 2.02% |
| 7 | Tesla Incorporated | COM | $7,816,416 | 21,026 | 3.07% | 2.0% |
| 8 | Microsoft Corporation | COM | $6,931,715 | 18,726 | 2.73% | 1.77% |
| 9 | First Trust Etf Iv First Trust Enhanced Short | ETF | $6,574,664 | 109,981 | 2.59% | 1.68% |
| 10 | First Trust Value Line Dividend Index Fund | ETF | $6,349,765 | 135,015 | 2.5% | 1.62% |
| 11 | Alphabet Incorporated Cap Stk Class A | COM | $5,299,911 | 18,431 | 2.08% | 1.36% |
| 12 | Tjx Companies Incorporated New | COM | $5,278,286 | 33,051 | 2.08% | 1.35% |
| 13 | Vanguard Index Funds S&P 500 Etf Shs New | ETF | $4,638,183 | 7,762 | 1.82% | 1.19% |
| 14 | Blackstone Incorporated | COM | $4,505,948 | 39,186 | 1.77% | 1.15% |
| 15 | Goldman Sachs Group Incorporated | COM | $3,959,233 | 4,680 | 1.56% | 1.01% |
| 16 | Ft Vest U.S. Equity Buffer Etf September | ETF | $3,694,625 | 73,408 | 1.45% | 0.95% |
| 17 | Berkshire Hathaway Incorporated Del Class B New | COM | $3,343,378 | 6,977 | 1.31% | 0.86% |
| 18 | Ft Vest U.S. Equity Buffer January | ETF | $2,953,018 | 58,580 | 1.16% | 0.76% |
| 19 | First Trust Capital Strength Etf | ETF | $2,563,701 | 27,638 | 1.01% | 0.66% |
| 20 | First Trust Institutional Preferred Securities And | ETF | $2,370,982 | 124,789 | 0.93% | 0.61% |
| 21 | Visa Incorporated Com Class A | COM | $2,364,638 | 7,824 | 0.93% | 0.61% |
| 22 | Eaton Corporation Plc Shs (Ireland) | SHS | $2,354,899 | 6,584 | 0.93% | 0.6% |
| 23 | Kb Home | COM | $2,085,706 | 40,304 | 0.82% | 0.53% |
| 24 | Eli Lilly & Company | COM | $2,079,600 | 2,261 | 0.82% | 0.53% |
| 25 | Alphabet Incorporated Cap Stk Class C | COM | $1,888,973 | 6,585 | 0.74% | 0.48% |
Top 25 of 146 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 27 | $7.7M | 1.98% |
| High net worth individuals | 48 | $267M | 68.3% |
| Pension and profit sharing plans | 1 | $6.7M | 1.7% |
| Corporations and other businesses | 24 | $110M | 28.1% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Sean David O'toole | Managing Partner | CFP | Sep 2016 (10y) | 75% or more |
| Deanna Leigh Suarez | Managing Partner | Mar 2017 (9y) | 10% – 25% | |
| Smith, Ryan | Cco | Oct 2024 (2y) | Less than 5% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 980 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Raymond James $363M (93% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗