# 1776 Wealth

1776 Wealth is a Multi Family Office based in Sandy Springs, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Sandy Springs, United States
- **Region:** North America
- **Address:** 750 Hammond Dr Bldg 5, Atlanta, GA 30328-6270, United States
- **Founded:** 2017
- **Assets under management:** Undisclosed
- **Website:** 1776wealth.com
- **LinkedIn:** https://www.linkedin.com/company/1776-wealth/

## Regulatory record

- **CRD number:** 286321
- **SEC file number:** 801-109928
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-30T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/286321

## About

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.

## Sectors

- Hedge Funds
- Real Estate

## People

- Sean O'Toole — Founder & CEO
- Deanna Suarez — Founder & COO
- Mark Suarez — Wealth Advisor

## 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.

## Related profiles

- [Orchard Holdings](https://altss.com/profile/orchard-holdings-farmer-family-office)
- [Diker Management](https://altss.com/profile/diker-management-mark-diker-family-office)

---

Last updated: 2026-07-06T01:24:10.448Z

Canonical page: https://altss.com/profile/1776-wealth-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology