7pw Wealth, LLC

Overview

7pw Wealth, LLC is an independent registered investment adviser operating as a limited liability company that serves individual and family clients. The firm runs a fee-for-service model charged as a percentage of assets under management and provides financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Investment activity centers on public mutual funds as the primary liquid sleeve, with deliberate allocations to third-party alternative managers for diversification and return enhancement. Portfolio construction appears to favor multi-manager solutions rather than single-manager concentration. The firm is not positioned as an institutional allocator or multi-state adviser and does not emphasize ESG investing. Custody and execution are handled through Charles Schwab & Co., Inc., which suggests standard access to mutual funds, ETFs, individual equities and fixed income instruments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices