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1776 Wealth
1776 Wealth was founded in Atlanta by Sean O'Toole and Deanna Suarez.
1776 Wealth
1776 Wealth was founded in Atlanta by Sean O'Toole and Deanna Suarez. O'Toole, an Army veteran and former entrepreneur, built the firm after identifying a gap: wealth advisors who understood the cash-flow volatility, leverage, and tax complexity of entrepreneurs (per firm website). The firm's name references Adam Smith's The Wealth of Nations, published in 1776. The firm positions itself as a fiduciary multi-family office, not an asset-gathering RIA. It builds custom portfolios combining public market securities with alternative investments such as private equity, real estate, and direct deals (per firm website). The firm explicitly rejects model portfolios. It serves founders before and after liquidity events, handling equity compensation, tax elections, and structuring of business proceeds. Its client base consists of entrepreneurs and key executives across the United States. The firm is led by two founders: O'Toole as CEO and Suarez as COO. Both hold memberships in the Alternative Direct Investment Securities Association and the Institute for Portfolio Alternatives (per Altss research). The firm operates from a single office in Atlanta, GA. It does not publicly disclose AUM or team size. 1776 Wealth's structural differentiator is that it was built by an entrepreneur for entrepreneurs — not a wirehouse breakaway. The firm's founders emphasize that they have walked the same path as clients, creating a trust dynamic that standard wealth management firms lack.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Atlanta
Corporate office
750 Hammond Dr Bldg 5, Atlanta, GA 30328-6270, United States
Principals
Sean O'Toole
Founder & CEO
Deanna Suarez
Founder & COO
Sector focus
Frequently asked questions
Who runs investment decisions at 1776 Wealth?
Sean O'Toole, Founder & CEO, and Deanna Suarez, Founder & COO, lead the firm (per firm website). O'Toole oversees investment strategy and client relationships; Suarez manages operations and client service. Both are former entrepreneurs.
Is 1776 Wealth a single-family office or does it serve multiple families?
1776 Wealth operates as a multi-family office serving entrepreneurs and executives (per firm website). It does not manage a single family's capital; rather, it serves a select group of 'high net work' individuals and families.
What investment stages does 1776 Wealth target?
The firm focuses on wealth management for entrepreneurs and executives at any stage: growing businesses, harvesting after exits, or optimizing executive compensation. It builds portfolios of public and private market investments tailored to each client, and does not target a specific stage in the venture sense (per firm website).
Does 1776 Wealth participate in fund commitments or only direct deals?
The firm offers both public and private market investment solutions, including alternative investments such as private equity, real estate, and direct deals (per firm website). It does not disclose whether it invests through fund commitments, co-investments, or other structures.
Which sectors does 1776 Wealth explicitly avoid?
The firm does not publish a list of excluded sectors. It claims to build custom portfolios rather than using model portfolios (per firm website), implying it avoids generic strategies, but no sector-specific exclusions are disclosed.
How is 1776 Wealth related to the founders' prior businesses?
Founder Sean O'Toole built businesses before founding 1776 Wealth, which were the source of his entrepreneurial wealth. The firm was created to provide fiduciary wealth management tailored to entrepreneurs, drawing on O'Toole's experience as a business builder (per firm website).
Where does the underlying wealth at 1776 Wealth come from?
The wealth managed by 1776 Wealth comes from its clients — entrepreneurs and executives who have built or are building significant wealth. The firm does not disclose its own capital base, but states it was 'built by an entrepreneur' using O'Toole's and Suarez's own experiences (per firm website).
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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