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1776 Wealth
Sean O'Toole established 1776 Wealth after leaving Merrill Lynch and UBS. He previously served as an 82nd Airborne officer and started businesses before...
1776 Wealth
Sean O'Toole established 1776 Wealth after leaving Merrill Lynch and UBS. He previously served as an 82nd Airborne officer and started businesses before entering wealth management. Deanna Suarez joined as co-founder with matching experience at the same brokerages. The firm allocates across public equities, hedge funds and real assets. Holdings include iShares Bitcoin Trust, Exxon Mobil shares and the Nuveen Real Asset Income and Growth Fund. It also owns the Smith and Baruch mixed-use property in Atlanta. Allocations remain concentrated in North America. Team size and total deployment figures are not publicly stated. The firm belongs to ADISA and the Institute for Portfolio Alternatives. Sean O'Toole serves as a moderator and committee member at ADISA.
General information
Firm type
Multi Family Office
Year founded
2017
Location
Region
North America
Country
United States
City
Sandy Springs
Corporate office
750 Hammond Dr Bldg 5, Atlanta, GA 30328-6270, United States
Principals
Sean O'Toole
Founder & CEO
Deanna Suarez
Founder & COO
Mark Suarez
Wealth Advisor
Altss tracks 1 additional named team member for this firm — including direct investment leads, IR, and operating principals not listed on the public website.
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Frequently asked questions
Who runs investment decisions at 1776 Wealth?
Sean O'Toole serves as Founder & CEO and Deanna Suarez as Founder & COO. Both previously worked at Merrill Lynch and UBS.
How does 1776 Wealth source proprietary deal flow?
The firm draws on the founders' networks from military service, prior business ownership and wealth-management careers.
Does 1776 Wealth participate in fund commitments or only direct deals?
It uses both public-market funds and direct holdings such as the Nuveen Real Asset Income and Growth Fund.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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