1977 Wealth, Llc
SEC-registered
Investment Adviser · Boutique (under $100M)
CRD 343350
· SEC file 801-137004
· Miami, FL
· 1977wealth.com
☆ Save with Pro
ADV data as of Aug 18, 2026
- Regulatory AUM
- $0
- Discretionary
- $0
- Clients
- 0
- Avg AUM / client
- —
- Accounts
- 0
- Employees
- 2
AUM over time
$0
$0
Jul 2, 2026
Aug 18, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Other fees
- • PERCENTAGE OF PLAN ASSETS
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 18, 2026.
View current Form ADV (SEC/IAPD) ↗