CRD: 292402
22 Seven Wealth Management INC
$24.0M Total AUM
$24.0M Disc. AUM
-- 3Y CAGR
1 Employees
177 ADV. Clients
8 yrs Firm Age
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- Custodian
- Interactive Brokers · Pershing · Prudential
- Clients
- Retail and Institutional
- Platforms
- Vertex frontierUnison
- Established Date
- 05-04-2018
- Office Locations
- 1
Office Locations
455 Harrison AVE Suite H Panama City FL
About 22 Seven Wealth Management INC
22 Seven Wealth Management Inc is a Panama City, FL advisory led by Michael J. Grant, ChFC. The firm provides personal financial planning and investment planning across insurance, retirement, estate planning, and wealth preservation, supported by client education (newsletters, calculators, research reports). Portfolio work emphasizes asset allocation with meaningful ETF use; custodians include Pershing and Interactive Brokers.
Team overview
-- AVG AGE
$24.0M AVG AUM / ADVISOR
$135.6K AVG AUM / CLIENT
8.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
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Accredited Investors
Vital
Asset Classes
Pathway frontier Bridge Legacy Alpha Zenith Summit capital
Client Personas
Timber momentum Bridge
Custodian
Harbor Alpha north North prime Oak ridge Focus matrix Timber timber Fusion focus Harbor frontier Quantum quantum
Investment Themes
Insight meridian Vector Focus Wave glacier Fusion focus
Investment Vehicles
Summit harbor Eagle
Services
Eagle Ember Wave Delta Capital Focus Peak fusion Legacy Momentum prime Glacier
Technology
Peak Radial
Owner & Executives
MICHAEL JEROME GRANT
President
- CRD
- #4468407
- Ownership
- 75% or more
(971) 787-5025
prime.prime@wavecapital.com
in linkedin.com/in/peak-vertex
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $24,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $24,000,000
Equity - Exchange:
20.0% Other:
17.8% Equity - OTC:
15.7% Cash:
28.3% Public Funds:
18.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,499,145,704 | 20.0% |
| Other | $1,334,239,676 | 17.8% |
| Equity - OTC | $1,176,829,377 | 15.7% |
| Cash | $2,121,291,171 | 28.3% |
| Public Funds | $1,364,222,590 | 18.2% |
| Total | $7,495,728,518 | 100.0% |