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- Custodian
- Charles Schwab & Company ยท Raymond James
- Clients
- Retail and Institutional
- Platforms
- Foundation unison
- Established Date
- 02-06-2017
- Office Locations
- 1
Office Locations
About 1776 Wealth LLC
1776 Wealth is a boutique RIA serving a select group of high-net-worth individuals, families, and entrepreneurs with hands-on wealth management. The team pairs discretionary investment management with detailed planning and execution around compensation strategy, tax elections, and option exercises, and advises on portfolio structures, leverage, hedging, and lending. Portfolios are tailored to client goals across public and private markets (custodied at Schwab and Raymond James).
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
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Technology
Owner & Executives
SEAN DAVID O'TOOLE
Managing Partner
- CRD
- #2738074
- Ownership
- 75% or more
DEANNA LEIGH SUAREZ
Chief Operating Officer, Managing Partner
- CRD
- #4868261
- Ownership
- 10% but less than 25%
Element ridge
Peak matrix
- CRD
- #79651
- Ownership
- 21.1%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $390,766,614 | $896,254 |
| Non-Discretionary | $0 | -- |
| Total | $390,766,614 | $896,254 |
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Separately Managed Accounts
Total SMA Asset: $390,766,614
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,164,517,755 | 24.1% |
| Cash | $473,538,340 | 9.8% |
| Public Funds | $391,393,934 | 8.1% |
| Other | $1,150,021,683 | 23.8% |
| U.S. Government/Agency | $1,652,552,168 | 34.2% |
| Total | $4,832,023,880 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| RADIAL PIONEER UNISON | ELEMENT QUANTUM | 9Q36XC2CU | TBUA | 0.77% | $80,424,038 |
| MERIDIAN MATRIX BRIDGE | BRIDGE PEAK | TOKXZSRYW | QQYHI | 8.46% | $100,609,312 |
| OAK EMBER | QUANTUM INSIGHT | 75Q13PCPD | LCTE | 2.61% | $96,446,963 |
| EAGLE LEGACY INSIGHT | FUSION INSIGHT | IDIHDFEHW | AWEPD | 2.01% | $49,098,374 |
| QUANTUM QUANTUM VALUE | NORTH OAK | 3DWQML7SH | JDL | 2.97% | $112,788,842 |
| PEAK UNISON VECTOR | ALPHA PIONEER | ZB0DILBR6 | WAHAA | 5.75% | $53,551,636 |
| CAPITAL FRONTIER | PEAK DELTA | 18YGV72IE | HCAZS | 6.42% | $52,248,857 |
| PATHWAY FUSION MERIDIAN | INSIGHT FRONTIER | EN9WWAC0J | GOOJZ | 10.78% | $109,285,578 |