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Managing Partner · 1776 Wealth LLC

Sean D. O'Toole

CRD 2738074 · Named on Form ADV at one SEC-registered adviser

At a glance

1776 Wealth LLC, an SEC-registered wealth manager based in Sandy Springs, GA with $391 million in regulatory assets, lists Sean D. O'Toole on its Form ADV as Managing Partner, a control person.

Firms and roles

  • 1776 Wealth LLCManaging PartnerWealth manager · Sandy Springs, GA · $391M in regulatory assets

AtlasMembers

Sean’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Sean’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.