69
1977 Wealth, LLC registers with the SEC under the 120-day rule (Miami, FL)
New SEC adviser (120-day rule) · CRD 343350 · 801-137004 · effective 2026-08-05
Effective 2026-08-05. 2 employees (2 advisory), no regulatory AUM reported yet. Notice-filed in AR, NJ, PA, TX, FL. Limited Liability Company (FL).
120-day rule (must reach $100M RAUM)No RAUM yetNotice-filed in 5+ states
Contact (from the filing)
The main-office phone, website and address from Form ADV are shown to subscribers. See plans, or open the firm on IAPD.
Who this is for
- Compliance consulting
- RIA software (CRM, portfolio, billing)
- Custodian / clearing
- Archiving & surveillance
- Cybersecurity / managed IT
- E&O insurance