1977 Wealth, LLC: applying for SEC registration, Miami, FL
1977 Wealth, LLC (Miami, Florida): applying for SEC registration, Miami, FL. Dated 92 days ago, it serves as a historical benchmark. Score 40/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
Free preview: all 9 published fields of this record are shown below. Locked: 112 related FL NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | 1977 Wealth, LLC |
| Legal name | 1977 Wealth, LLC |
| CRD | 343350 |
| Status | In 120-day approval window |
| Registered with the SEC | 2026-08-05 |
| Latest Form ADV filing | 2026-09-28 |
| Location | Miami, FL, United States |
| Employees | 2 |
| Website | https://1977wealth.com/ |
| Peer records CSV (113 FL records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-08-05
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: 1977 Wealth, LLC and 113 Florida peers
- Florida NewRiaPulse records like this one: 113
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Florida peer: $22,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
40 / 100 Score
- Still in the approval window: vendors not yet chosen.
- Website on file.
What is the NewRiaPulse record for 1977 Wealth, LLC in Miami, Florida?
1977 Wealth, LLC applied for SEC registration as an investment adviser (2026-08-05), based in Miami, FL.
How does 1977 Wealth, LLC compare to other Florida NewRiaPulse records?
It is 92 days old; check the official source for later updates before acting.
1977 Wealth, LLC vs. top 2 peers
| Organization | Location | Record date |
|---|---|---|
| 1977 Wealth, LLC | Miami, FL | 2026-08-05 |
| Nextreg Advisors LLC | Miami, FL | 2026-10-01 |
| Fortuna Private Wealth Management Corp. | Miami, FL | 2026-09-22 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.